Professional Indemnity & Insurance Renewal

Q: Do we still need a person to review the quotes?

Yes, the managing partner still reviews and chooses the final direction, the automation just prepares the comparison beforehand.

Q: Can this work with our existing broker and accounting setup?

The automation connects to common email, spreadsheet, and accounting tools already in use, so it fits into an existing setup without replacing anything.

Q: What happens to our past policy and claims records?

Existing policy documents and claims history stay in their current storage location and are referenced as needed during the renewal.

Q: How are exceptions like a disputed quote or late broker response handled?

The workflow flags anything unusual, such as a delayed response or a term that needs negotiation, for a person to step in and resolve.

Tracking PI insurance renewals and project-specific coverage requirements.

25 hrs

Manual time identified

Companies have mapped

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About This Automation

Renewing professional indemnity coverage means chasing broker emails, pulling old policy files, and manually comparing quotes line by line. The scattered steps and multiple approvers make it easy for a renewal deadline to slip past unnoticed.

An automated version tracks the renewal countdown, gathers exposure data, and builds a quote comparison automatically for review. The result is a faster path from renewal notice to signed policy with fewer missed deadlines.

Key features:

Tracks renewal deadlines and alerts the right people before expiry

Pulls current exposure figures from financial records automatically

Builds a side by side quote comparison for partner review

Routes the final renewal for signature once a direction is chosen

Updates the compliance calendar and files the signed policy automatically

Notifies project teams and clients once coverage is renewed

Data insights How it works Apps used What you get FAQ

Top friction points when done manually

The issues teams report most often with this process

#	Friction point	Companies Report This
1	Quote comparison takes too long Building a side by side comparison of coverage and pricing eats up hours each renewal.	80%
2	Renewal notices get missed Broker emails can sit unread until the deadline is close.	67%
3	Exposure data goes stale Revenue and headcount figures are not always current when the application goes out.	53%
4	Negotiation drags on Back and forth on pricing and exclusions slows down the final decision.	40%
5	Filing gets delayed The signed policy and calendar update sometimes lag after signature.	26%

Disclaimer

Automation readiness

How well-suited this process is for automation

Process Pain Score™

8.8/ 10

AI Fit Rating™

8.6/ 10

Automation Lift Index™

8.0/ 10

Hidden Overhead™

6.2/ 10

How The Automation Works

The full workflow, from trigger to completion.

1. 90-Day Renewal Countdown Startstrigger

The compliance calendar flags the account exactly 90 days before the policy expiry date.

2. Pull Current Exposure Data

Revenue, headcount, and project mix are pulled directly to build the renewal application.

3. Draft Renewal Application

The automation drafts the renewal application and claims summary using current and prior year figures.

4. Send Renewal Request To Broker

The completed application is emailed to the broker with a request for updated quotes.

5. Compare Finalized Quote

Coverage limits, exclusions, and pricing are laid out in a comparison sheet against last year's policy.

6. Route For Partner Sign Off

The comparison and recommended quote are sent for signature once the partner approves the direction.

7. Update Records And Notify Team

The compliance calendar is updated with the new expiry date and the team is notified of any coverage changes.

Most popular tool stack used

— the complete tool combinations companies use

55% of companies

25% of companies

15% of companies

Disclaimer

What you get when you map this process

Everything you need to understand, plan, and build your automation.

ROI and business case

What this process costs today and what changes once it's automated.

Launch schedule

What gets built, in what order, and what success looks like once it's live.

Process runbook

How the automation runs day to day, including exceptions and human decision points.

Developer handover pack

Full build spec, logic, and configuration — ready to hand off without a briefing call.

Integration and connections guide

Every tool connection, credential, and data mapping the build needs.

Test and QA plan

Every scenario checked and signed off before the automation goes live.

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140 hrsIdentified

4Mapped

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Frequently asked questions

Everything you need to know before mapping this process.

What parts of the renewal process does the automation handle?

It tracks the renewal deadline, gathers exposure data, and prepares a quote comparison for review, leaving the final decision and signature with your team.

Do we still need a person to review the quotes?

Can this work with our existing broker and accounting setup?

What happens to our past policy and claims records?

How are exceptions like a disputed quote or late broker response handled?

View more FAQs

Process pain:8.8/10

Mapped by:5 Companies

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Page updated 10 August 2026