Renewal discovery and preparation
Identify eligible upcoming renewals and carry the previous application into a preparation workflow. Agree the source records and timing.
Lifecycle extensions · Delivered in your brand
Start from the last record. Focus on what changed.
Prepare upcoming renewals with prior application context, collect changed exposures and bring the risk back into the placement workflow. Extend into proposal, certificate and invoice work where your operation needs it.
Your brand. Your records. Your team’s operating rules.
The work this improves
Does renewal season begin with another blank application?
Follow the problem you recognize to see the wider workflow, the handoffs involved and the decisions your team keeps.
01Renewal operations
Rebuilding renewals from last year’s files?
Old applications, changed exposures and client questions get assembled again while expiry dates keep moving.
See how the work changes02Terms & policy verification
Comparing quotes and checking policies by hand?
Premiums, limits, exclusions and deductibles arrive in different documents. The issued policy adds another review.
See how the work changes03Agency leadership & capacity
Does every new account add another layer of admin work?
Your team knows how to place the risk. Preparation, tracking and re-entry leave less time for broker judgment.
See how the work changesWhat you get
Renewal preparation & servicing workflows
A prepared renewal with changes ready for broker review. We configure the experience and connections around the work your agency needs to complete.
A focused change collection
Use prior answers as a starting point for confirmation. Bring updated exposures, unanswered questions and missing files to the team.
A return to controlled placement
Once reviewed, route the risk through readiness, market selection, exact-send approval and quote review with the chosen ownership rules.
Servicing around the record
Add proposal preparation, certificate readiness or invoice work as distinct workflows. Agree validation, authorization and delivery rules for each.
Clear authority at the handoff.
Prior answers need confirmation. Renewal placement, certificate issuance or amendment, binding and activation remain separate authorized actions. Current records govern the decision.
A day in the workflow
See the handoff in context.
A contractor adds vehicles and updates payroll before renewal. The prior application gives the team a starting point. Changed exposures and current documents become explicit review items before the broker chooses markets and prepares the renewed submission.
Workflow demonstration
Around your existing tools
Carry the prior record into the next decision.
Use your existing application, policy and expiry records as the agreed starting point. Preparation helps the team focus on changes; it does not assume that every downstream status or client servicing action is already connected. Configure those handoffs in the order your operation needs them.
Start with a useful scope
Agree the journey.
Connect the required records.
Renewal discovery and preparation are additions to the new-business pilot. Complete downstream renewal status connections, client reminders and portal journeys are agreed separately. Certificate and invoice operations have their own rules and delivery scope.
This capability is scoped separately from the new-business placement pilot. Six weeks, $7,500 USD: half at kickoff, half when the agreed measures move, all of it credited to the rollout. Implementation and ongoing managed terms for this capability are agreed around the selected workflow.
See the placement pilot termsMeasuring the result
Use your workflow as the baseline.
Observe representative work before implementation. Agree the definitions, measure the change and review exceptions with your team before extending the scope.
Before you decide
Questions about this capability.
Is the full renewal lifecycle included in the placement pilot?
The placement pilot starts with new business on one line. Renewal preparation and downstream lifecycle connections are scoped additions.
Are last year’s answers treated as current?
No. They provide context for review and client confirmation. Changed or uncertain information returns to the team.
Can clients issue certificates through the portal?
Certificate self-service requires a separately configured journey, supported record connections and explicit authorization rules.
The connected operation
Build around the next handoff.
Combine the capabilities your workflow needs. Each connection should serve a clear next step for the client or your team.
Client experience
Your branded insurance portal
Still collecting applications across forms, emails and attachments?
Bring questionnaires, uploads, application progress and proposal review into a branded client journey connected to your team.
- Save and resume applications
- Collect documents alongside answers
- Connect proposals and signing journeys
Document operations
ACORD & submission form automation
Still copying the same risk into another application?
Map reviewed answers to required forms, organize supporting documents and prepare a versioned package for the selected markets.
- ACORD and supplemental field mappings
- Missing evidence and conflicts surfaced
- Files linked to the reviewed submission version
Account operations
CRM, accounting & payment workflows
Still looking up which policy an invoice or payment belongs to?
Link account and deal records, invoice information and confirmed transactions, with exceptions assigned for review.
- Mapped account and invoice references
- Confirmed payment events linked to records
- Unmatched items and failed updates surfaced
Start with your operation
Let’s map the next useful handoff.
Bring your current workflow. We’ll identify the records, people and connections needed for this capability.
Six weeks, $7,500 USD: half at kickoff, half when the agreed measures move, all of it credited to the rollout.
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