Policy Renewal Outreach for Investment Banking Analysts with Capital IQ
The Problem
Investment Banking policy renewals sneak up — the broker misses the 60-day window to remarket and the client takes the carrier increase.
What We Build in Capital IQ
AI tracks every renewal date in Datasite, remarkets at 90 days, drafts the client renewal package with options, and books the review call — retention climbs and premiums stay competitive. Purpose-built for teams running Capital IQ — uses the native API or agent integration so nothing leaves the system of record.
Capital IQ Integration Approach
Audit your Capital IQ configuration
We map the specific Capital IQ objects, custom fields, and workflows the automation needs to touch for your investment banking practice.
Build on the Capital IQ API or agent
Integration happens inside Capital IQ — no data leaves the system, no parallel tool for your team to learn, no license changes.
Human-in-the-loop handoff
Every automation routes exceptions back to a human in Capital IQ with enough context to act — AI handles the 80%, your team owns the judgment calls.
See this running in your Capital IQ instance
30-minute call. We'll look at your actual Capital IQ setup and show exactly how this workflow fits.