Take every renewal from opening through issued coverage.
Each renewal starts with what the brokerage already has. Missing information is collected, and the submission goes to the markets the broker chooses. The renewal closes only after the issued policy matches what was bound and the AMS reflects it.
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Build every renewal from what is already on file.
Existing records establish the current account and reveal what has changed. Conflicting information is reconciled, and the client is asked only for what is missing. Each answer flows into the renewal until the submission is ready for market.
Put the broker’s market strategy into motion.
The complete submission goes to every chosen market, and follow-up continues until each one responds. Returned quotes arrive together with the important differences made clear for the broker’s placement decision.
TeamsMarket strategy approved
M. Alvarez · six markets
SubmissionMeridian Foods / 2027
Complete, every value evidenced
DraftTo Beacon underwriting
Two subjectivities outstanding
Loss runs attached.
TeamsMarket strategy approved
M. Alvarez · six markets
SubmissionMeridian Foods / 2027
Complete, every value evidenced
DraftTo Beacon underwriting
Two subjectivities outstanding
Loss runs attached.
An example placement, not a customer’s.
Make sure the carrier issued what the broker bound.
Every policy is compared with the binder before it reaches the client. If the carrier changed a term, follow-up continues until it is corrected or the broker accepts the change. The renewal closes only after the final policy is delivered and the AMS matches it.
Complete more renewals per servicing employee.
The result is measured from the brokerage’s own renewal records, not an estimated automation percentage.
Renewals completed per servicing employee
Servicing touches and time to market-ready
Late or reopened renewals
Everything resolves to one person.
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Tell us about your brokerage and the systems it runs on, and we will come back to you.
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