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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.

85%

11 of 13 required renewal tasks/exhibits

Master renewal

Oct 3, 2026

23 days out

Open checklist

2

Items still missing from this book

Missing for the renewal file

What the book still does not show

  • SOV change log / valuation support

    No SOV upload or valuation note is on the change log.

    Open
  • Payroll / WC exposure

    18 employees on the authority record; WC exposure is not on a coverage line.

    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 Apr 6, 2026

  2. 150d

    SOV audit

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

    Open

    Gate May 6, 2026

  3. 120d

    COPE deficiencies

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

    Ready

    Gate Jun 5, 2026

  4. 100d

    Loss-run review

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

    Ready

    Gate Jun 25, 2026

    • Present · Loss run present. 2 open claims recorded ($63,000) — 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 Jul 5, 2026

    • Missing · 18 employees on the authority record; WC exposure is not on a coverage line.Payroll / WC exposure
    • Present · River Park Family in AE without an in-force flood line — recorded signal, not missing zone data.Flood determination
  6. 60d

    Quotes and alternatives

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

    Ready

    Gate Aug 4, 2026

  7. 45d

    Deductible scenarios

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

    Ready

    Gate Aug 19, 2026

  8. 30d

    Board exhibit prep

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

    Ready

    Gate Sep 3, 2026

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