Insurance renewal management at strata companies involves tracking dozens of policies across multiple properties, manually gathering documents, and coordinating vendor quotes. Missing renewal deadlines or losing track of coverage details creates compliance gaps and service interruptions.
Automation monitors all active policies, alerts the team when renewals approach, coordinates vendor outreach, and updates records automatically. the team focuses on approvals and vendor relationships instead of administrative tracking.
The full workflow, from trigger to completion.
The automation checks the policy database daily. When a policy renewal date is 30, 14, or 7 days away, the workflow is triggered.
The system fetches the full policy record, including vendor contact, coverage type, and renewal history.
An automated email is sent to the vendor requesting a renewal quote, using a templated message with policy details pre-filled.
A message is posted to the operations channel with the policy name, renewal date, and vendor contact, prompting manual review and approval.
A calendar event is created for the renewal date and assigned to the Operations Manager for final approval and payment processing.
Once the renewal is confirmed, the system updates the policy record with the new renewal date and premium amount.
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