# Insurance Renewal Presentation Template

## Slide 1: Renewal Objective
- Client name:
- Renewal date:
- Lines of business:
- Main objective: price stability, coverage improvement, market testing, limit review, or data cleanup

## Slide 2: Executive Summary
- Expiring premium:
- Indicative renewal premium:
- Key changes since last renewal:
- Main market message:
- Decisions needed from client:

## Slide 3: Exposure Changes
- Revenue/payroll/headcount movement:
- Property values or location changes:
- Fleet changes:
- Cyber or technology changes:
- Acquisitions, disposals, or operational changes:

## Slide 4: Claims Summary
- Claim count:
- Total paid:
- Outstanding reserves:
- Total incurred:
- Large or unusual losses:
- Remediation actions:

## Slide 5: Market Conditions
- Capacity:
- Rate environment:
- Underwriter concerns:
- Positive risk features:
- Data gaps that could affect terms:

## Slide 6: Coverage Review
- Expiring limits:
- Expiring deductibles:
- Key exclusions:
- Coverage gaps:
- Optional enhancements:

## Slide 7: Quote Comparison
| Carrier | Premium | Limit | Deductible | Key Strength | Key Concern |
|---|---:|---:|---:|---|---|
| Market A |  |  |  |  |  |
| Market B |  |  |  |  |  |
| Market C |  |  |  |  |  |

## Slide 8: Recommendation
- Recommended option:
- Why it fits the client:
- Trade-offs:
- Required subjectivities:
- Deadline:

## Slide 9: Client Actions
- Confirm exposure data:
- Approve market approach:
- Provide missing documents:
- Decide limits/deductibles:
- Bind instruction deadline:

## Slide 10: Appendix
- Claims exhibit:
- SOV summary:
- Loss-run notes:
- Market feedback:
- Assumptions and disclaimers: