Renewal Management Software

Gain a comprehensive view of risk with real-time data from the field

Accurate, timely data is the foundation of successful insurance renewal submissions and favorable premiums. 

Field users are often the best sources of risk data. Now, you can have real-time data at your fingertips with direct input from your field users across the globe. 

Build intuitive renewal management questionnaires in minutes

Eliminate spreadsheets from your renewal management process and distribute simple surveys with the click of a button. 

• Field users can easily complete surveys without any training. 
• Questions can be designed to ensure data is always collected accurately.
• Alerts can be set up to monitor unusual or notable variations from prior values. 

Achieve complete control over your renewal management process

As the administrator, you decide who has access to certain parts of the solution. For example, field users can have the ability to submit surveys, but not to edit questions. 

• Set up an approval process to ensure accurate submissions. 
• Receive notifications when there is a task to be approved or if a value exceeds a certain threshold. 
• If a submission is rejected, the submitter can automatically be notified with a reason for the rejection. 

Renewal management software that allows easy tracking of the status of key deliverables

Support your renewal management strategy with interactive dashboards. 

• Track the status of outstanding tasks. 
• Identify trends and insights in real time. 
• Send data directly to your broker and other third parties in the desired format.