Every insurer quote, compared the same way at every renewal.
From the insurers' quotes to a recommendation the client's CFO can sign, without rebuilding the comparison from scratch.
Underwriter email · quote PDF
Insurer portal · quote PDF
Insurer portal · quote PDF
Underwriter email · quote PDF
Insurer chased on day one
Total cost of risk, $k a year
Recommend Insurer B, lowest total cost of risk
Gaps rated by the team
3 questions for the insurers drafted
Renewal record updated
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Agentability fit score
Steps run fully unattended
To a ready recommendation, down from about 3 working days
The challenge
Every renewal meant pulling insurers' quotes out of an email inbox, saving PDFs from five insurer portals, and checking each one against the current policy by hand. Price, deductibles, coverage, and exclusions sat in different documents and formats, and when a promised quote never arrived, nobody noticed until the deadline was close.
What we did
We mapped the real renewal workflow end to end, 21 steps across 4 phases: collecting the quotes, extracting the terms, comparing them against the expiring policy and the claims history, and preparing the recommendation for the client.
The value
A missing quote is flagged on the first day, not days before expiry. About three working days of comparison now take around five hours, every quote is weighed the same way, and the client's CFO gets one recommendation with the questions for the insurers already drafted.
Twenty-one steps from the insurers' quotes to the client's sign-off.
The renewal mapped into four phases, with two steps kept for the broker's team: rating how severe a coverage gap is, and writing the summary the client's CFO reads.
The cheapest premium was the most expensive renewal.
Every quote is weighed by total cost of risk, the premium plus the losses the claims history says the client will keep paying itself, so switch the ranking to see why the recommendation changes.
Illustrative figures, $k a year. Retained losses assume about two claims a year, each reaching the deductible. Every number is extracted and calculated by the workflow; the team rates how severe each coverage gap is and writes the summary the client's CFO reads.
Five insurer portals, a stack of PDFs, and a scramble before the policy expired became one documented workflow that ends with a recommendation ready for sign-off.
Underwriting teams run the same moves on new-business and renewal submissions: chasing loss runs, extracting terms, comparing against the expiring policy, and referring to the person with authority.
See it on your underwriting workflowAutomating the financial month-end close
Publicly traded holding company · $1.5B market cap
month-end close, down from the first days of the month
Governing every process across finance
Publicly traded holding company · $1.5B market cap
saved per year, risk-adjusted
Closing renewal gaps through to a signed policy
International company, renewing its own corporate cover
updated together when the policy is bound
Turning support knowledge into a governed workflow
Private global enterprise software company · $1B+ valuation
one support workflow, mapped end to end