Pre-renewal intake, without the 14-email back-and-forth.
An eight-stage renewal workflow — questionnaires, document collection, and e-sign acceptance — running on the same branded portal and audit trail as your certificates. Included on every paid tier.
Included on every paid tier — no add-on pricing, no per-seat fees.
- Certificates
- Insureds
- Policies
- Templates
- Audit log
- Settings
What you get, in plain English.
Eight-stage renewal workflow
kickoff → info collection → quoting → acceptance → binding → re-issued certs
Four renewal questionnaires
business info · revenue & payroll worksheet · claims history · operations checklist
E-sign renewal acceptance
insured signs the acceptance agreement before binding · same audit trail as COI
Document collection
insured uploads driver lists, loss runs, equipment schedules — straight into the vault
One portal. Every intake workflow.
Renewals run on the same portal as your certificates — same forms, same e-sign, same audit trail. Your insureds learn one branded portal. Your CSRs learn one tool. Every workflow lands in the same audit log.
- COI Issuancelive
- Renewal Intakelive
- New Business Intakelive
- Endorsementslive
- Loss Runsroadmap
Run it on your book this week.
Start free, connect your insureds, and launch the workflow from your branded portal. Setup is an afternoon, not an implementation project.