Find the upcoming work
Surface eligible renewals and carry the previous record into a preparation workflow.
Renewal operations
“Rebuilding renewals from last year’s files?”
Start the renewal with context already in place.
Use prior application and coverage information to prepare the next renewal, then bring changed exposures and missing evidence to your team.
The problem in practice
The last policy gives you a starting point.
- Last year’s answers are copied into a new blank application.
- Staff need to determine what actually changed.
- The renewal has activity in email but its status is unclear.
What changes for your team
Prepare the renewal around what changed.
Renewal preparation + optional client portal. We configure the workflow around your records, people and operating rules.
Focus on the changes
Prepare the application using prior information. Ask the client to confirm changes and flag missing evidence.
Return to the placement thread
Review readiness, choose the markets and continue through submission, correspondence and quote review.
The decision stays where it belongs.
Prior information needs confirmation. An old answer is not treated as proof that the risk is unchanged, and the broker owns the placement decision.
A measured deployment
Measure the assembly work before remarketing.
Renewal discovery and preparation are extensions beyond the new-business pilot. Complete downstream status connections, reminder rules and client journeys are agreed separately.
Explore renewal preparationStart with the right scope
One useful workflow.
A wider operating foundation.
Six weeks, $7,500 USD: half at kickoff, half when the agreed measures move, all of it credited to the rollout. Portal, renewal, API and accounting modules are scoped additions, with their own measures and delivery terms.
See the $7,500 USD placement pilot and termsExplore the optional modules
The next handoff
Is this part of the same problem?
01Terms & 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 changes02Client experience & lead intake
Getting inquiries, but chasing the information you need?
Website forms, email attachments and half-finished applications leave staff to complete the intake.
See how the work changesCapabilities for this workflow
Put the next handoff in place.
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
Lifecycle extensions
Renewal preparation & servicing workflows
Does renewal season begin with another blank application?
Reuse prior information for review, collect changes and give renewal and servicing work a clear owner and next step.
- Upcoming expiry and prior-record context
- Changes and missing evidence made explicit
- Scoped proposal, certificate and invoice workflows
Start with your operation
Let’s map your renewal workflow.
A 20-minute conversation about your current workflow, systems and the result you need.
Six weeks, $7,500 USD: half at kickoff, half when the agreed measures move, all of it credited to the rollout.
Book a 20-minute walkthroughChoose a time for your 20-minute walkthrough. Open the calendar in a new tab