Aron Carrier Mandate Activation and Renewal Autopilot Setup (Onboarding)

Aron Carrier Mandate Activation and Renewal Autopilot Setup (Onboarding)

1. 01

   Confirm the client's carrier appointments against Aron's pre-integrated mandate list before touching any configuration screen.

   Aron ships with mandates on 25+ carriers. Map each carrier the client actually holds an appointment with to the matching pre-integrated mandate, and flag any carrier outside that list as a manual setup item. Skipping this check means the multi-carrier quoting engine will return empty rate sets for products the client sells.

2. 02

   Create the client workspace and load the policy book into Aron's policy lifecycle module.

   Import active policies as structured records, not flat attachments. Aron's AI extraction parses carrier statements and commissions, but it needs policy records present first for renewal triggers to fire. Verify the imported count against the client's own book before proceeding.

3. 03

   Configure the multi-carrier quoting engine with the client's active product lines as form inputs.

   Set which product lines appear on the quoter, which carriers respond per line, and what client data the form collects. Test one quote per product line end to end and confirm each returns rates from the mandated carriers.

4. 04

   Deploy AI Renewals Autopilot and set the WhatsApp sequence to D-60, D-30, and D-15.

   Aron's default renewal cadence runs three WhatsApp touchpoints at 60, 30, and 15 days before expiry. Adjust message copy to the client's tone, but keep all three intervals active. Removing a touchpoint shortens the renewal runway and reduces the window for the broker to re-quote.

5. 05

   Connect Google Calendar for deadline tracking and confirm renewal dates populate.

   Calendar sync surfaces policy expiry dates as events so the client's staff see renewals outside the Aron dashboard. Check that at least three upcoming expiries appear before signing off.

6. 06

   Turn on compliance automation for IDD, IVASS, and GDPR and run a test compliance report.

   Aron generates compliance reporting automatically once enabled. Run one report covering a sample of the imported book and confirm it produces output the client can hand to a regulator without manual editing.

7. 07

   Hand the workspace to the client with a walkthrough of the quoting dashboard and compliance reporting.

   Cover three screens only: the quoter, the renewal queue, and the compliance report. Anything beyond that belongs in a follow-up session. Log the handoff date so the agency can bill the retainer from that point.