Renewals that never slip
How an insurance broker can start every renewal on time, collect updated details from the client and compare options without a manual checklist.
The system, in one picture
Every policy starts its own renewal, and options reach the client before the date.
The problem, and the fix
What goes wrong in a normal week, next to what changes once the flow is in place.
PROBLEM
Renewal dates live in spreadsheets, and someone has to remember to check them.
SOLUTION
Every policy triggers its own renewal process 60 days before the date.
PROBLEM
Collecting the updated information takes several emails.
SOLUTION
The client gets a short pre filled form, and only changes the details that moved.
PROBLEM
Asking several insurers for quotes is slow repetitive work.
SOLUTION
The request is prepared and sent to the chosen insurers, and the answers are put side by side.
What you lose today, what you win
The same business, before and after the flow runs on its own.
- Time
TODAYDays per renewal cycle on emails and checklists
WITH THE SYSTEMThe routine steps are done for you.
- Cost
TODAYLost clients because a renewal slipped
WITH THE SYSTEMEvery renewal is started on time.
- Energy
TODAYThe constant worry about dates
WITH THE SYSTEMDates are tracked by the system.
- Revenue
TODAYMissed chances to review and upsell cover
WITH THE SYSTEMEach renewal is a planned conversation.
- Peace of mind
TODAYFear of what you forgot
WITH THE SYSTEMA list of every policy and its status.
- Control
TODAYRenewals handled differently by each adviser
WITH THE SYSTEMEvery client follows the same process.
- Growth
TODAYA bigger portfolio means more admin staff
WITH THE SYSTEMMore policies handled by the same team.
- Operational chaos
TODAYDates in spreadsheets and email folders
WITH THE SYSTEMOne renewal pipeline.
How we put it in place
Step by step, with the average time each part takes.
- 1
Import policies and renewal dates
- 2
Trigger the renewal process before each date
- 3
Pre filled client update form
- 4
Request and compare insurer quotes
- 5
Send the client the options and track the answer
- 6
Test on upcoming renewals and go live
Ready to Start?
Let discuss how can we bring your vision to life.
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