Detailed. Professional. On time.
YOY overview of every renewing policy. Each account is reviewed by an experienced Account Executive and the overview is delivered in 3 business days.
A sample YOY renewal overview
Three steps, no back-and-forth required.
Share expiring and renewing policies and all applicable endorsements through a secure OneDrive folder with named access, or grant us direct access if you'd rather we pull them ourselves.
An experienced commercial lines Account Executive prepares the overview and notes premiums, coverages, changes, gaps, and red flags.
Consistent, easy-to-read output, with your branding available on request.
Flat monthly minimum, plus a per-account rate beyond it. Billed upfront, month-to-month.
Covers your first 10 accounts.
Then $100 per account after.
Covers your first 20 accounts.
Then $40 per account after.
New here? Send 3 accounts for a flat $300, no monthly minimum, no long-term commitment.
Start your trialBoth plans run month-to-month under a simple service agreement, no long-term lock-in. Standard greyscale output is included; branded reports are available for a one-time setup fee.
Every account is reviewed by an experienced Account Executive.
Detailed and early renewal overviews build trust with your insureds.
Internally, consistent output today means an easier handoff tomorrow, whether that's to a new hire or another Account Executive on your team.
3 business days per account, counted from when that account's policy(ies) becomes available.
Through a secure OneDrive folder with named access, at no extra charge, or we can pull them directly for a recurring monthly fee.
As many as are written for that account. There is no limit.
No, we process all lines of business.
Yes, a one-time setup fee covers your agency's name on the first page and your colors used throughout for branded reports. Fully customized layouts are also available, we can hop on a call to discuss. Standard greyscale output is included at no charge.
Yes, a simple service agreement covers the engagement. It's not a long-term lock-in: everything runs month-to-month, billed upfront based on your committed book of business.
