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Get the next 90 days of renewals under control.
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I help SME-focused commercial insurance brokers bring the next 90 days of renewals into one clear operating workflow.
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That means fewer late follow-ups, fewer missing-information surprises, and fewer principals stepping in manually just to find out what is at risk.
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If your renewals still live across Excel, inboxes, reminders, and memory, I help you get them under control before they turn into last-minute emergencies.
WHAT I HELP WITH
RENEWAL CONTROL SYSTEM
I build and run a back-office renewal workflow for commercial insurance brokers so every in-scope file has:
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a clear stage
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an owner
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a next action
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a due date
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a missing-information status
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a visible risk flag
This gives your team one live control view instead of scattered spreadsheets, inboxes, and memory.
WEEKLY ACTION QUEUE & PRINCIPAL VISIBILITY
Each week, your team gets a clean action queue showing which renewals need attention now, what is missing, who owns the next step, and which files are drifting.
Leadership gets a simple control view of:
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renewals due in the next 30 / 60 / 90 days
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files at risk
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missing-information bottlenecks
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overdue next actions
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renewals already moved, renewed, or stuck
This is not insurance advice. It is renewal operations control.
ABOUT
I work with founder-led and partner-led commercial insurance brokers who are tired of running renewals through a mix of Excel, inbox chasing, reminders, and memory.
My focus is narrow by design:
I help brokers get the next 90 days of renewals under control so fewer files drift, fewer follow-ups happen late, and principals stop carrying the book in their heads.
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What this service is built on:
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Clear ownership
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Early visibility
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Controlled follow-up
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Minimum disruption to your current team
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Secure handling of renewal data
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No advisory overreach
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What this is not:
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insurance advice
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coverage recommendation
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underwriting support
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claims handling
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insurer negotiation
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unsupervised client-facing communication
This is a renewal operations control layer.
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Frequently Asked:
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Is this insurance advice?
No. This service handles renewal workflow control only. -
Will you contact clients directly?
Only if explicitly agreed. During the pilot, client-facing communication should
remain approved by your team. -
Will this disrupt my current process?
No. The pilot is designed to improve control without forcing a risky all-at-once switch.