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Policy renewals for insurance

Policies coming up for renewal with premium, retention risk and producer.

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One click opens a free 30-day workspace with this template and sample data. Change anything by asking.

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Try it: Policy renewalsInteractive demo · sample data
Inside

What it does

Policies coming up for renewal with premium, retention risk and producer.

Tracks
Policy, Insured, Line, Expiry, Premium, Producer, Retention risk, Status
Flags automatically
  • Expiring in 30 days when Expiry is within 30 days and Status is not Renewed
  • High retention risk when Retention risk is High
  • Renewed when Status is Renewed
Actions and automations
  • Create a one-page summary: A short Word summary of this policy for a meeting or a hand-over.
Views and charts
A table, a board and charts you add by asking
Its agent
Watches every policy for the flags above, drafts the follow-up and waits for approval, at the autonomy level you choose.
Use cases

Part of these solutions

More for insurance

Related apps and templates

Template · InsuranceClaims trackerClaims from first notice to settlement with reserves, adjusters and diary dates.Template · InsuranceUnderwriting submissionsNew and renewal submissions with broker, premium, risk tier and quote deadlines.Template · InsuranceComplaints registerCustomer and regulatory complaints with response deadlines and root causes.Template · InsuranceQuote requestsNew business quotes by line, broker and premium, from request to bound.Template · InsuranceProducer licensingAgent and broker licenses and appointments by state with expiry.Template · InsuranceSubrogation and recoveriesClaims with recovery potential, responsible party and amounts recovered.

Neuclon for insurance · All apps and templates

Questions

Frequently asked

Can we start from our own spreadsheets?

Yes. Import Excel or CSV and Neuclon maps the columns to the fields, or attach the sheet when you ask for the tool and it is designed around it.

Can we change it ourselves?

Yes. Ask in plain words, for example “add a downtime reason field” or “flag anything open more than 7 days”. Every version is kept.

How long does it take to start?

Minutes for the trial: it opens with sample data you can replace. A 30-day Sprint proves one improvement on your own data.

Start with this in your own workspace

Free for 30 days. It opens with sample data you can replace with yours, and every Business feature is included.

Start free with Policy renewalsBook a walkthrough