Aspen by Foundry Digital

Aspen

Stop renewals from going quiet until they lapse.

The lapse book for independent agencies — see risk, remind on 90/60/30, escalate to CSRs, finish in HawkSoft.

Open the live demo Walk the renewal workflow

Built for HawkSoft workflows · No AMS replacement · Foundry Digital

Beside your AMS

HawkSoft stays the book of record

90 / 60 / 30

Customers hear from you before it expires

CSR escalation

A silent account gets a named owner

Client Completed

The row closes after the HawkSoft work

The renewal workflow

See how Aspen works a real desk day

Click through the same path your CSRs will run — from HawkSoft export to Client Completed. Interaction with a job: learn the product, not a gimmick.

Pull the book from HawkSoft

Drop in a Status Change / renewal export.

Estimate the risk

How much premium is sitting in your next 90 days?

Plug in rough book numbers. Aspen is built for the non-auto-renew slice CSRs never have enough hours to babysit.

Est. premium in a 90-day window $0
CSR hours to work manually 0 hrs
Illustrative premium Aspen helps protect $0

Estimates for conversation only — based on a quarterly slice of non-auto-renew and ~50 minutes of CSR prep per policy. Not a guarantee of retention.

See this workflow on sample data

Your day-to-day

Built for how agencies actually work renewals

If this feels familiar, Aspen is aimed at your desk — not a generic “AI for insurance” pitch.

Without a lapse book

  • Renewal report exported… then lives in Excel
  • CSRs burn half the week on processing, not conversations
  • Rate-increase clients shop before anyone calls
  • “Who owns this silent account?” lives in the shared inbox
  • Retention shows up as a month-end surprise

With Aspen

  • Import once — work a prioritized, color-coded book
  • 90 / 60 / 30 notices run while the desk does high-value work
  • No-response accounts escalate to the assigned CSR
  • Client Completed closes the loop after HawkSoft
  • Owners see what moved this week — not after the lapse

After renewals

Which desk is quietly costing you the week?

Aspen takes the renewal book. These are the jobs agencies still do by hand. Pick the one you want off the desk.

Remarketing queues The renewal list stops living in Excel. Rate increases Clients hear from you before they shop the increase. Certificates COI requests move, instead of stacking up. Service triage Every request gets an owner the day it arrives. Account rounding The cross-sell sits on the account, not in someone’s head. Producer retention The week’s wins show up before month-end. Billing follow-up A cancellation gets a call while the policy can still be saved. Workload balance The book is spread across the team, not piled on one CSR.

Run Aspen on a sample book in under a minute

No pitch deck required. Open the demo, filter the 30-day window, and see the desk your CSRs would work.

Try the live demo Talk to Foundry