Core insurance workflow
Insurance Renewal Prep Workflow
Prepare commercial insurance renewals by combining policy schedules, premium movement, loss runs, exposure review, and quote comparison into one practical sequence.
Country mode and optional AI
Use the workflow globally, then add local context where it matters. AI is optional: bring your own OpenAI or Claude key, or copy the generated prompt into any AI tool without entering a key here.
Continue through the workflow library
Move between connected insurance and finance journeys without returning to the hub.
Workflow steps
Map the renewal portfolio
Start with policy names, renewal dates, current premium, prior premium, limits, deductibles, provider, and broker contact. This creates the operating view before pricing discussions begin.
Explain premium movement
Separate rate movement from exposure changes, claims pressure, inflation, deductible changes, and coverage structure. A renewal increase becomes easier to challenge when the drivers are explicit.
Review claims and loss history
Check frequency, severity, open reserves, large losses, and recurring claim causes before an underwriter or carrier meeting turns reactive.
Check exposure changes
Review payroll, revenue, property values, vehicles, cyber footprint, and operational changes so renewal submissions match the current business.
Compare carrier options
Compare quote options on premium, deductibles, limits, exclusions, coverage fit, claims handling, and service quality instead of choosing on price alone.
Tools in this workflow
Start the workflow
Open the first tool in the sequence, then move through the supporting tools as your data becomes clearer.
Open Insurance Renewal Dashboard