Renewals & Endorsements
Renewal preparation and endorsement processing support so nothing slips through the cracks.
Renewals & Endorsements
Renewal season compresses a lot of work into a few weeks. We help your team stay ahead by preparing renewal files early, tracking outstanding items, and processing endorsement requests according to your instructions.
- Renewal checklist per account type
- Weekly outstanding-items report
- Follows your procedures, inside your systems
Challenges we help with
Renewal files are started too late for proper remarketing.
Endorsement requests are lost between emails and carrier portals.
There is no clear view of what is outstanding.
What’s included
- Renewal list preparation and expiring-policy reports
- Requesting updated information from insureds on your behalf (if approved)
- Endorsement request preparation and carrier follow-up
- Updating the AMS and client files after changes
Not included, or only with your approval
- Agreeing coverage changes with insureds
- Approving endorsements without licensed review
How the work flows
- We agree a renewal calendar and which accounts are in scope.
- Files are prepared on a set lead time before expiry.
- Outstanding items are tracked and reported weekly to your team.
Quality checks
Renewal checklist per account type
Weekly outstanding-items report
Data & access
Please do not send client files, policy documents or personal data through our website forms. We agree a secure channel during onboarding.
Frequently asked questions
Lead time is agreed with you during scoping, based on your lines of business and carrier deadlines.
Let’s Build a Better Back Office Together.
Tell us about the work you would like to hand over. We will review it with you and propose a practical starting point.