Solutions / Insurance brokers
Renewal in three weeks. Most of it has not changed.
Every renewal needs the same information, most of which the business gave you last year. Roll last year’s pack forward, ask only for what has changed, and spend the three weeks placing the risk rather than chasing a turnover figure.
- FormTurnover and wagerollComplete
- FormSums insuredReady to check
- UploadVehicle scheduleAwaiting reply
What a commercial renewal waits for
One template per class. A fleet renewal and a professional indemnity renewal have almost nothing in common except the deadline.
- The business · Lena Frost
- FormTurnover and wagerollLFLena FrostBethin 3 daysComplete
- QuestionChange of activityLFLena FrostBethin 5 daysComplete
- TableSums insuredLFLena FrostBethin 7 daysReady to check
- UploadClaims experienceLFLena FrostBethin 9 days2 files sent
- QuestionCircumstancesLFLena FrostBethin 11 daysAwaiting reply
- Fleet and site · Tom Hale
- TableVehicle scheduleTHTom HaleBethtomorrowReady to check
- FormDriver listTHTom HaleBethin 3 daysComplete
- FormSubcontractorsTHTom HaleBethin 5 daysComplete
- QuestionSurvey actionsTHTom HaleBethin 7 daysAwaiting reply
- ApprovalProposal formTHTom HaleBethin 9 daysAwaiting reply
An illustration. The names are made up.
The whole book at renewal season
Start the template for every business renewing in October, in one action, and watch one board rather than a spreadsheet of who you have emailed.
The spreadsheet way
A typical tracker, not a Docsroom screen.
The Docsroom way
One board, kept by the replies themselves.
An illustration. The names are made up.
Through a renewal
Last year’s list comes back
Roll the pack forward and last year’s list comes back: the same questions, table rows and people, dates moved on a year, every answer blank. The wording you settled on last year is the wording that goes out.
A deadline that does not move
Renewal dates are fixed. Put the needed-by date on each request and it chases three days out and again on the day. Add a reminder schedule and each one lists only what that person still owes.
The file explains itself
Every answer, every document and every chase sits under the question that prompted it. At the point of a claim dispute, that record is the whole argument.
The pictures are illustrations. The names are made up.
Non-disclosure is a record problem
When an insurer says a material fact was not disclosed, what you need is a dated record of exactly what you asked and exactly what the insured answered. That is what a request thread is.
- Every question and answer, dated
- Every change dated in the trail
- CSV export and a ZIP of the files
- FormUnit 4, Brindley WayConfirmed
- FormUnit 5, Brindley WayAdded
- FormStockAwaiting reply
Where the judgment stays
Docsroom records exactly what you asked and exactly what the insured answered, with dates. Last year’s pack keeps last year’s answers, and every change to this year’s is dated in the activity trail. It does not decide whether a fact is material, does not place the risk, and is not a broking system. What it gives you is the record you will want if an insurer ever says the question was never asked.
Roll a renewal forward and see.
Free for 14 days, no card.