Job: compare expiring wording and bordereaux year-cuts to the renewal pack, and list fields that changed without a span.
Automated renewal management system that tracks all renewal deadlines, extracts prior terms, prepares comparative analysis, generates renewal quotes, and manages broker communication workflows. Ensures no renewals are missed and all receive proper attention.
Track 5,000+ renewals with zero missed deadlines
Automated 90/60/30-day renewal reminders
Prior term comparison and change analysis
Renewal quote generation in 30 minutes
Improve renewal retention by 15-20%
Annual treaty renewal planning and execution
Policy renewal reminder and quote generation
Terms change analysis and negotiation support
Renewal retention tracking and improvement
Job: classify an inbound pack by class and completeness, then route it. Incomplete files stay on the chase list, not in a fake-complete queue.
Job: draft a quote memo from traced pack fields and list what still blocks a number. It does not invent a limit to look complete.
Job: compute ratios from premium and claims files that already reconcile, and refuse a combined ratio when the year-cut is still a gap.