Renewal management
Fixed fee per renewal.
Your renewal, managed end to end. For companies without a formal risk management function, where the renewal falls to the GC, the CFO, or the controller. We work alongside your broker from strategy through post-bind.
One point of contact
The timeline, the broker, the documents, and the internal follow-up run through one person.
Off your team’s plate
Your team provides information once instead of fielding requests for three months.
A stronger submission
Underwriters get a complete, well-organized picture of the risk, which is where better terms start.
What we handle
- Exposure update and applications, coordinated across finance, legal, security, and HR
- Renewal strategy set with your broker: structure, markets, and timeline
- Loss run review, with claims history explained for underwriters
- Submission and underwriting narrative
- Quote and proposal review on coverage terms, not only price
- Binder and policy review after bind
- Policy summaries for finance, legal, and sales teams fielding customer insurance questions
- Program page updated for the new term
After binding, we check the issued policy against the terms quoted, a step that is routinely skipped.
Renewal timeline
- Program review begins
- Strategy meeting with your broker
- Submissions and marketing
- Quote comparison and negotiation
- Bind
- Policy review and summaries
Fixed fee per renewal
For a single line or the full program. A completed coverage diagnostic is credited in full.
Scope and fee are confirmed in writing before work begins.
Getting started
Best started 120 days before your renewal date. Thirty minutes on your program and timeline, at no charge.