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Service Specification Stub
Renewal Factory
Gather data from 90 days out, chase underwriters proactively, and aim to have renewal quotes in hand ~30 days before expiry.
Page Architecture & Implementation Outline
In production, this page provides a comprehensive breakdown of our automated renewal operational pipeline for commercial lines account executives and COOs.
1. The 90-Day Operational Timeline
- Day 90 (T-90): Expiration list pulled from Applied Epic; loss run requests initiated for prior terms.
- Day 75 (T-75): Commercial exposure questionnaire compiled and sent for producer sign-off.
- Day 60 (T-60): Application package assembled with updated loss summaries and submitted to carrier portals or market APIs.
- Day 45 (T-45): Automated status check and underwriter follow-up cadence initiated.
- Day 30 (T-30): Aim to have renewal quotes in hand ~30 days before expiry, audited against expiring policy and indexed into Epic for licensed producer presentation.
2. What AI Handles vs. What Our Team Handles
- AI Engine: Policy date tracking, loss run OCR extraction, form population, and underwriter reminder timing.
- Quantana Specialists: Direct communication with underwriters on non-standard endorsements, resolving carrier appetite questions, and quality checks.
- Your Licensed Producer: Final client presentation, coverage advisory, negotiation strategy, and binding instructions.
3. Applied Epic System Integration
- Direct read/write synchronization with Applied Epic policy and activity records.
- Automated attachment of carrier quote PDFs and audit summary notes.
- Activity code standardization across your commercial lines team.
4. Parallel Run Validation Protocol
- Select one commercial branch or upcoming renewal accounts.
- Measure turnaround timing compared side-by-side with your historical renewal cycle.
- Track reduction in account manager overtime during heavy renewal months.