Mid-term policy changes
Routine changes turned round the same day. Every request arrives logged, complete and ready to process.
Hours back
4
hours a week back, typically
How it runs
What we build, step by step.
This is the usual shape. Yours gets built around how your team actually does the job.
- 01
Requests logged from the inbox
Each email is read for the client, the policy and the change they want, and tagged by type and urgency.
- 02
Missing details asked for straight away
Adding a vehicle with no registration, or a driver with no date of birth? The client gets one clear question back.
- 03
Checked against the policy
Anything that might change the cover or the premium a lot is flagged for the account manager first.
- 04
A ready-to-process queue
Complete requests sit in one list with every detail filled in, for the handler to key with the insurer.
- 05
Client told when it's done
A short confirmation is drafted once the handler marks the change processed.
Shown with software we see a lot. If your team uses something else, we build it into that instead.
Built for your business
Same job, different business. We build yours.
Two firms in the same trade rarely run a job the same way. Different software, different steps, different people signing off. We build it for your business, around how your team actually does the job.
Your steps
Built around the order your team already works in, odd exceptions included.
Your software
Runs inside the tools you already pay for, set up the way you use them.
Your rules
Your wording, your limits, your sign-offs. Nothing generic goes out in your name.
You sign off
Your team keeps the final say.
A person processes every change with the insurer and confirms the cover. Anything that affects what the client is covered for goes to the account manager.
What it's worth
What those hours add up to.
4 hours a week, over 46 working weeks, is 184 hours a year. At $50 an hour, that’s
$9,200
back in the business, every year.
Typical, not promised.
Before and after
The job, before and after.
How it runs today
Clients email to add a driver, swap a vehicle, move house or raise a sum insured. Each one means reading the email, finding the policy, asking for the details they left out, then keying it with the insurer. They pile up behind renewals and claims.
What we build
- Requests logged from the inbox
- Missing details asked for straight away
- Checked against the policy
- A ready-to-process queue
- Client told when it's done
A month in
Routine changes go through the day they arrive, clients stop chasing for confirmations, and handlers work from a clean queue instead of an inbox.
FAQ
Does it make the mid-term change with the insurer?
No. It prepares the change request with every detail in place. A person processes it in the insurer's system or your broking platform.
What if a mid-term change means the client needs advice?
The request is flagged for the account manager with the details alongside, before anyone confirms anything to the client.
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Thirty minutes on mid-term policy changes. We build its elf with you, live, and you keep it.