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Renewal Command Center

Organize the file for licensed advisors — not market advice

Renewal Command Center

Prep the file. Licensed advisors decide.

A 180-to-30-day renewal cycle that organizes exhibits, missing COPE, loss runs and recorded financial stakes. It does not place coverage or give market advice.

Sample

Renewal file completeness

How calculated

How calculated

Share of required renewal tasks and exhibits that are present on this book. Recorded adverse facts — unsprinklered construction, open claims, indicated lines — do not lower this percent. They appear as risk signals next to portfolio data readiness.

92%

12 of 13 required renewal tasks/exhibits

Master renewal

Dec 7, 2026

88 days out

Open checklist

1

Items still missing from this book

Missing for the renewal file

What the book still does not show

  • RISK-OC-004

    Flood determination

    Oakridge Court still marked SFHA pending — determination not on the book.

    Open

Timeline

180 days through board exhibit prep

  1. 180d

    Exposure validation

    Confirm TIV, units, and named insureds still match the locations on the book.

    Ready

    Gate Jun 10, 2026

  2. 150d

    SOV audit

    Building-level values, square footage, and construction class on every structure.

    Ready

    Gate Jul 10, 2026

  3. 120d

    COPE deficiencies

    Roof year, sprinkler, alarms, and PPC as the schedule records them.

    Ready

    Gate Aug 9, 2026

  4. 100d

    Loss-run review

    Open claims and repeat causes sitting next to the development that produced them.

    Ready

    Gate Aug 29, 2026

    • Present · Loss run present. 8 open claims recorded ($200,800) — a signal, not a missing exhibit.Loss run on the book
  5. 90d

    Underwriter file completeness

    Checklist of missing exhibits the book can show — not a coverage opinion.

    Open

    Gate Sep 8, 2026

  6. 60d

    Quotes and alternatives

    Indicated and quote lines listed as open items for licensed advisors — not market advice.

    Upcoming

    Gate Oct 8, 2026

  7. 45d

    Deductible scenarios

    Deductibles and retentions as the documents record them, with dollar stakes attached.

    Upcoming

    Gate Oct 23, 2026

    • Present · Property deductible · Named storm deductible recorded on the matrix — open items for licensed advisors, not missing exhibits.Deductible stakes recorded
  8. 30d

    Board exhibit prep

    Packet of exhibits for the board and licensed advisors from this workspace record.

    Upcoming

    Gate Nov 7, 2026

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