Renewal prep
Every renewal starts 90 days out with the client's updates already in, so there's time to remarket.
Hours back
7
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
A renewal calendar that runs itself
Upcoming expiries are pulled into one list each week, with the account manager, insurer and current premium for each policy.
- 02
A client update request at 90 days
The client gets a short form asking what's changed: new vehicles, wages, premises, claims, turnover. It's pre-filled with last year's answers, so they only correct what's different.
- 03
Follow-ups until it's answered
If the form isn't back in a week, a reminder goes out. After two, the account manager gets a note to ring.
- 04
A renewal summary for the account manager
Last year's limits and premium next to this year's changes, with anything that should trigger a remarket at the top: a big jump in exposure, a new claim, an insurer that won't renew.
- 05
Files saved where your team expects them
Everything the client sent is renamed and saved in the client folder.
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.
The account manager decides whether to renew as is or remarket, and talks to the client about any price change.
What it's worth
What those hours add up to.
7 hours a week, over 46 working weeks, is 322 hours a year. At $50 an hour, that’s
$16,100
back in the business, every year.
Typical, not promised.
Before and after
The job, before and after.
How it runs today
An account manager works off the expiry report and opens each file when they get a minute. The update request goes out late, the answers come back in bits, and remarketing gets crammed into the last few weeks.
What we build
- A renewal calendar that runs itself
- A client update request at 90 days
- Follow-ups until it's answered
- A renewal summary for the account manager
- Files saved where your team expects them
A month in
Renewal conversations start 60 to 90 days out instead of three weeks. You have the client's updated details before the insurer asks, and time to shop the accounts that need it.
Why 90 days matters
Most renewals you lose aren't lost on price. They're lost because the client heard about the increase too late to feel looked after, and someone else rang first. Starting early gives you time to remarket and to explain the number before the bill lands.
The calendar is the boring bit, and it's the bit that slips when the office is busy. So we automate it first.
FAQ
Can renewal prep pull expiry dates from our broking system?
Yes, if your broking system can export or share an expiry list. If not, we start from a weekly export your team already runs, and the 90-day renewal files open from there.
Does renewal prep work for personal lines with hundreds of small renewals?
Yes, but we usually split them out. Commercial accounts get the full renewal file. Personal lines get a lighter check-in that only comes to a person when the client reports a change.
More for insurance agencies
See them all →Next step
Bring this one to a free live build.
Thirty minutes on renewal prep. We build its elf with you, live, and you keep it.