Question 1

How fresh is the data behind Renata’s renewal signals?

Accepted Answer

Renata works from public U.S. Department of Labor Form 5500 filings. The ingestion runs daily at 04:30 UTC, and the product shows explicit no-run, error, and freshness states when a run does not complete normally. This is a daily, directional signal—not a real-time DOL feed—so brokers can see when the source was last refreshed before using it in their workflow.

Question 2

Is Renata compliance advice or a certification?

Accepted Answer

No. Renata is a supporting diligence and prioritization workflow built on public filing data; it is not legal advice, insurance advice, a compliance certification, or a substitute for counsel-approved policy. Use the ranked signals and explainable score as directional context for broker diligence, then apply your own review, documentation, and approval process before making a recommendation.

Question 3

What does Renata cost for a broker or agency?

Accepted Answer

Starter is free. Pro is $149 per month for one broker seat, with monthly billing. Agency is a custom, quote-only tier for a broader rollout, so its price is set after a conversation about your agency scope. Renata does not advertise an annual price or an unsupported fixed Agency price.

Question 4

What does setup look like, and how quickly can I start?

Accepted Answer

The current onboarding path has three steps: choose or confirm billing, run your first scan, and open your first brief. The first scan turns the daily public filing signal into a ranked view; the first brief gives you the company context and talking points to review before outreach. Renata is designed to get a broker to a useful first brief without requiring a long implementation project.

Question 5

Does Renata connect directly to my CRM or sequence tool?

Accepted Answer

Not currently. Renata does not claim a native CRM connector. Its CRM handoff is intentionally simple: use the outreach and cadence text from a brief as copyable content, then paste it into the CRM or sequence tool your team already uses. That keeps the broker in control of the final record and send workflow.

Data freshnessHow fresh is the data behind Renata’s renewal signals?

ComplianceIs Renata compliance advice or a certification?

PricingWhat does Renata cost for a broker or agency?

Setup timeWhat does setup look like, and how quickly can I start?

CRM fitDoes Renata connect directly to my CRM or sequence tool?