DocRoundupRENEWAL DOCUMENT COLLECTION
Get renewal documents together before the back-and-forth.
Collect policy documents and the renewal information requested by the broker or insurer, such as updated revenue and payroll figures.
HOW IT HELPS
Keep the request together.
A previous policy, an unfinished form and answers in separate emails make a renewal harder to organize.
Tailor the checklist to the insurer and policy. Request forms and updated business information when needed; not every renewal needs a new document pack.
- Tailor the renewal checklist
- Keep replacement requests specific
- Collect documents and written answers together
Business policy renewal
Willow Repairs
- 1. Request
- 2. Upload
- 3. AI checks
- 4. Review
You send a clear request
Current policy scheduleRequested
Requested renewal formRequested
Revenue & payroll updateRequested
Your checklist. One link for your client.
AI flags possible issues. You make the final decision.
A starting checklist for insurance brokers.
- Current policy schedule
- Requested renewal form
- Revenue & payroll update
Add, remove or swap requirements for each client. Ask for a document or a written answer, and explain the period or details you need.
See how requests and review work →LESS BACK-AND-FORTH