Renewal intelligence is the weekly operating brief that tells your membership team which members are drifting, why the agent thinks so, and what a human should do next.
The agent does not replace the membership team. It reads across systems, explains the risk, drafts outreach when approved, and gives staff a shorter list of decisions.
| Signal | AMS or source field | Human action triggered |
|---|---|---|
| Lapsed engagement window | Last login, email clicks, community activity | Staff calls or sends a high-touch renewal note. |
| Dues-tier downgrade | Membership level, invoice history, AR aging | Membership director reviews downgrade risk before renewal cycle. |
| Chapter-event no-show pattern | Registration, attendance, cancellation records | Staff checks whether the member is disengaging or blocked by schedule. |
| Committee drop-off | Committee roster, attendance, minutes | CEO or staff lead follows up before renewal messaging. |
| Login-frequency decay | AMS login timestamp, portal activity | Agent flags the account for reactivation outreach. |
| Dues AR aging | Invoice due date, payment status, balance | Finance and membership coordinate before member-facing outreach. |
| CE-credit stall | Education registrations, completions, credit records | Education team sends targeted program guidance. |
No. The agent drafts renewal outreach and explains the signal behind it. A named staff member reviews, edits, and sends the message.
Usually, but the first step is a data-readiness pass. Rustproof identifies missing fields, inconsistent statuses, duplicate records, and fields that should be excluded before production scoring begins.
A weekly brief with at-risk cohorts, source signals, suggested action, draft outreach where approved, and a short list of records requiring human judgment.
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