Why the cycle matters
Renewal weeks fail when extracts, producer notes, and client summaries travel on different clocks. We keep one shared sequence so your desk is never waiting on a surprise draft the night before a client call.
Renewal cycle
How a renewal season moves through our desk
This page maps the practical rhythm of insurance broker reporting and policy renewal analytics when you commission a pack with us — so your coordinator knows when to send extracts and when to expect drafts.
1 · Lock the window
Agree the due month, book segment, language needs, and who signs off wording. Deposit holds the slot.
2 · Extract intake
You send policy extracts. We check renewal dates, premiums, insurers, and producer codes, then return a gap list within two business days.
3 · Reconciliation
We align the schedule with your calendar and build the lapse watchlist. Odd endorsements are flagged for your confirmation.
4 · Draft pack
Client summaries and the internal workbook arrive for producer markup. One structured revision round is included.
5 · Briefing & handoff
Coordinator briefing covers the schedule, watchlist, and talking points. Final files transfer to your shared folder.