Renewal invitation checklist

Compare renewal terms with last year's cover in minutes

Upload last year's schedule and this year's renewal terms. See premium movement, changed covers, new endorsements and a client-ready renewal email with the compliance wording already in place.

Sample: expiring wording against renewal terms

Sample output — no sign-up needed
ClauseExpiring wordingRenewal wordingChange
Unoccupied premisesCover reduced after 60 consecutive days unoccupied.Cover reduced after 30 consecutive days unoccupied. Weekly inspections now a condition precedent.Narrower
Theft excess£250 each and every loss.£500 each and every loss.Narrower
Business interruptionGross profit, 12-month indemnity period.Gross profit, 18-month indemnity period.Broader
Cyber extensionNot included.Data restoration costs up to £25,000 included.Broader
Subsidence£1,000 excess.£1,000 excess.Unchanged

Want this for your next renewal? Run your own documents — 14-day free trial, no card required.

Run your own free

How it works

  1. Step 1

    Upload both years

    Last year's schedule, statement of fact and wording, plus this year's renewal terms. Missing a document? It works with what you have.

  2. Step 2

    See what changed

    Premium movement, sums insured, excesses, endorsements and wording changes, section by section.

  3. Step 3

    Check the compliance points

    Basis of recommendation, scope of service and significant exclusions are written into the client email.

  4. Step 4

    Send the invitation

    Copy one email covering everything, or download a branded Word report.

Why brokers use it

  • Spot new endorsements and reduced limits before the client does.
  • Year-on-year statement of fact and wording comparison.
  • Client emails in plain English, or in Turkish for Turkish-speaking clients.
  • Works alongside Acturis, Applied Epic, OpenGI and SSP.

Run your next renewal invitation through it free.

£60 per user per month after a 14-day free trial with £10 of free credit. No card to start.