Hong Kong · Kwun Tong

Panel Cornerpoint

Insurance broker reporting and policy renewal analytics prepared for agency desks that need client-ready numbers before renewal week arrives.

Request a renewal brief View report types

What we prepare for your book

We sit with your renewal calendar, policy extracts, and commission notes, then return structured reports your producers can explain in a client meeting — not a stack of raw spreadsheets.

Renewal packs

Month-by-month schedules, premium movement notes, and talking points for each major account coming due.

Portfolio panels

Visual summaries of line mix, insurer concentration, and retention by segment for principals and branch leads.

Lapse watchlists

Early flags on policies with silent risk — unpaid premiums, quiet clients, or odd endorsement patterns.

Flagship engagement

Our Policy Renewal Analytics Report is the engagement most Hong Kong brokerages start with when they want one renewal season handled with clarity.

Printed financial schedules on a meeting table

Policy Renewal Analytics Report

A fixed-scope engagement covering one renewal window for a defined book segment. You receive a client-facing summary deck, an internal schedule workbook, and a short briefing call with your renewal coordinator.

Typical turnaround is ten to fifteen business days after we receive clean policy extracts. Work is delivered from our Kwun Tong office and discussed on site or by video.

See full scope

Related report work

Charts and notes spread across a workplace desk

Supporting

Broker Portfolio Visualization

Quarterly panels that show how your book is weighted across lines, insurers, and producer desks.

Details

Professional in a tailored suit in a business interior

Supporting

Quarterly Retention Briefing

A standing review for agency principals who want retention numbers explained before the next board pack.

Details

Team discussing documents in a bright office

Supporting

Commission & Book Mix Review

Side-by-side commission and mix notes so payout conversations stay tied to the actual book shape.

Details

From desks that already renew with us

“They caught three commercial motor accounts that would have slipped past our own calendar. The client summaries still needed our wording, but the numbers landed clean.”

— Mei Ling C., renewal lead, Kowloon brokerage

Have a renewal window opening?

Send the book segment, the due month, and how your extracts are usually exported. We will confirm whether a fixed report or a quote-based pack fits.

Start a conversation How the renewal cycle works