Insurance renewal management involves tracking policy expiration dates, gathering coverage requirements, contacting brokers, and obtaining approvals before deadlines. Manual tracking across spreadsheets and email creates missed deadlines, duplicate follow-ups, and approval bottlenecks.
Automation monitors all renewal dates, generates customized renewal requests, tracks broker responses, and alerts stakeholders in real time. The result is fewer missed renewals and faster approval cycles.
The full workflow, from trigger to completion.
The automation checks the policy register daily and triggers when a policy expiration date is 30 to 60 days away and no renewal action has been logged.
The automation retrieves the full policy record, including coverage type, limits, endorsements, and broker contact information.
The automation composes a renewal request email based on the policy details, coverage requirements, and internal deadline, then presents it for review.
The approved email is sent to the broker or carrier, and the send date is logged in the policy register.
A notification is sent to the CFO and risk manager, alerting them that a renewal is in progress and when a decision is needed.
The automation monitors the renewal email thread for a response from the broker. If no response is received within 5 business days, a follow-up reminder is triggered.
Once the broker responds with a quote, the automation logs the quote details, premium amount, and response date for audit and tracking purposes.
The automation updates with the renewal confirmation date, new premium, and certificate receipt status, completing the renewal cycle.
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