Renewals
Prepare renewal work lists, updated-information requests, and comparison packs from the policies and correspondence provided.
Start a workspace
Broker account managers and insurer renewal support teams
From the first document to the final review.
OpenTeam prepares renewal work list and supporting working documents with source references and unresolved questions for the responsible team.
Collect the source records
Organize the authorized expiring policies, renewal notices, client updates, and insurer quotes by source, owner, and date.
Prepare the working pack
Extract renewal dates and requested updates from their sources, compare expiring and proposed terms, and draft follow-ups for review.
Resolve gaps and exceptions
List missing information, conflicting records, assumptions, and next actions with a named review owner.
Review and complete
Have the responsible team verify the working pack and approve any external action under its selected approval mode.
Useful work. Ready for your review.
Use only the records, accounts, and sources authorized for this task. The responsible professional reviews facts, calculations, citations, and final work product. External actions follow the team's selected approval mode and account permissions.
- Renewal work list
- Expiring and proposed terms comparison
- Draft renewal follow-ups