Renewal & Remarketing Management demo
Every renewal on one timeline from 120 days out: data refreshed, remarket decided, markets approached, quotes in, client signed off. 1:15
What the demo shows
A renewal solution for brokers that runs each account from 120 days out to client sign-off.
Every renewal opens on a 120-day runway. Six agents refresh the data, recommend renew or remarket with reasons, build submissions, read the quotes against the expiring program and project where each renewal will really land, so a renewal drifting past its expiry shows red weeks early; the account executive records every remarket decision with its reason.
Transcript
- Renewal & Remarketing Management runs each broker's renewal from 120 days out to sign-off.
- Today, renewals live in inboxes, and late starts mean rushed placements.
- Nina sees 12 renewals as runways ending on one expiry line.
- Each diamond shows where renewal will really land at today's pace.
- Overnight, two markets asked Kessler Ridge Foods for a new survey.
- Kessler's marker slides past expiry and turns red, seven weeks early enough to fix.
- The remarket decision is on file.
- Property up 25%, umbrella halved.
- The agents plan a recovery, Nina accepts, and it lands eight days early.
- Every renewal starts 120 days out, every decision recorded with its reason.
- Built on Botminds: agents, data, screens, and governance on one platform.
Transcribed from the film’s narration. Captions are on the player.