Proactive Insights

What it is

A new Insights tab in Partner Center that surfaces proactive, personalised signals about a partner's clients and partner account. At launch, two insight types are available: Renewal at Risk (managed client renewing within 90 days with low usage) and Commission at Risk (shared deal in progress or already closed won but bank and tax forms incomplete). Insights are ordered by urgency and dismiss automatically when the underlying condition resolves.

Why it matters

Partners manage large books of business but have no proactive signal telling them which clients need attention right now. Critical lifecycle events such as at-risk renewals and commission paperwork gaps go undetected without manual checks. Partner Insights removes that friction: when a condition is met, the insight surfaces automatically so partners can act immediately without hunting for it.