Beautiful renewal presentationsmade for you.
A renewal workspace for small-group benefits brokers. Zenewals decodes the carrier letter and builds the side-by-side, the client-ready deck, and a personalized site for the group. Once you've decided, producing all of it is one click, not another hour of formatting. No more late nights.
Account managers handle more groups, keep more of them, and grow each one.
Enclosed please find the renewal for your group, effective on the date shown. Premium rates reflect plan experience, demographic adjustment, and applicable trend. Refer to the exhibits for revised rate schedules by coverage tier…
| Tier | Renewal | Change |
|---|---|---|
| Employee | $561.08 | ▲ +9.5% |
| Employee + Spouse | $1,234.37 | ▲ +9.5% |
| Family | $1,688.60 | ▲ +9.5% |
| Employee, HDHP option | $398.94 | ▼ −0.8% |
Renewal Breakdown
Get a clean, converted breakdown of any renewal letter in seconds.
Drop in the carrier PDF. Every plan, every tier, and every rate change comes back as one table you can check at a glance, with a CSV export and a shareable link at the end.
- Takes seconds
- No login, no credit card
- Your PDF is deleted, not stored
Confidence flags mark anything worth a second look. How we handle your data
The rest of renewal season, handled the same way.
Renewal Breakdown is the first piece of Zenewals. The full workspace is being built now, with one principle throughout: the AI preps and formats, your team decides.
Every group in one place
Groups, census, and current plans with rates and contributions, so you can track going to market even before the renewal letter arrives.
Renewals tracked end to end
Each renewal moves from letter to decision in one view, so nothing lives in a forwarded email or a spreadsheet tab.
A renewal site for every client
Present the renewal and your alternate quotes side by side on a personalized site branded to your agency, where the client reviews each line and records a decision. Word, PowerPoint, and PDF export still included.
A library of plans you already know
Plan designs you have seen before are saved and reusable, so nobody re-keys the same plan twice. Keep your preferred upsell plans there too, ready to add to every proposal.
Get Zenewals first.
Early access starts with a small group of independent agencies. Leave your details and we will reach out as spots open.
One email when your access is ready. Nothing else.