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If nobody checked, it's not renewed.
It's just repeated.

[ Insurance Brokers ]

The Problem

Renewals go out. Nobody checks if anything's changed.

Policy renewal breaches have consistently represented around half of all reported breaches since 2017. In 2024 alone, reported renewal-related breaches resulted in more than $3.7 million in financial impact.

IBCCC Annual Data Report

52%
of SMEs renew with no broker advice at all — the policy just rolls over on last year's numbers. Property value, revenue, headcount, claims history might have evolved, but none of it gets factored into the renewed policy.
Vero SME Insurance Index — 38% unchanged "as is," 14% self-review
$6,000
a year gone, for as long as they stay gone. Five clients lost to no contact, at $1,200 commission each — $1.5m property, $8,000 premium, 15% commission.

Everyone loses.

Client

▪Money:The cover falls short of what they actually needed.
▪Experience:A bad claim is slow and adversarial.
▪Trust:They stop trusting insurance generally.

Broker

▪Time:Managing the fallout is unbilled work.
▪Revenue:An increase in premium leads to an increase in commission.
▪Reputation:Word travels, referrals dry up.
Accurate Renewal Automation
Recorded by One Level Up through Claude Code

For demo purposes only. All data is fictional.

Before / After

Renewal admin, without the chase.

100 minutes of admin per renewal drops to 18, once the sequence runs itself.

Before
100 min, 100% human
After
82 min automated 18 min human

Based on initial test.

And your clients are adequately protected.

How It Works

Scheduled, templated, and a person only where it matters.

The system pulls fields — it never interprets coverage or pricing. Anything that needs judgement routes to a person.

  1. 1
    Renewal locked in
    Enters the tracking queue the moment it's confirmed for the year, not the week it's due — that lead time is what makes the next step possible before deadline pressure hits.
  2. 2
    Templated intake goes out
    On schedule, automatically. A short check: has anything changed — property, revenue, staff, assets, claims — starting with whether the property value itself has changed.
  3. 3
    Nothing changed
    The renewal proceeds clean. No one has to click anything.
  4. 4
    Something changed, or no response
    It drops into the Exception queue — the one place a person actually looks at this.

Want to see what that looks like
for your book?

Book a 30-min call

$6,000 a year gone, for as long as they stay gone — per client relationship lost to no contact.