Rescue renewals before expiration

Prepare early using product-specific timing and ask only what changed.

Brokerage operations · Unlicensed staff, Licensed staff, Company admin

How it works

Import or confirm policy dates and product details in the book of business.
Set the renewal owner and product-specific lead times in the renewal configuration.
Prepare the linked renewal request from the reusable customer record. Confirm changed exposures, schedules, limits and claims.
Track missing offers and unanswered customers; escalate coverage approaching expiration.
Complete licensed review and carrier confirmation. Measure on-time completion and retained commission using recorded evidence.

Policy dates and renewal linkage must be reviewed. Automatic preparation does not automatically renew or bind a policy.