Collect renewal information with time left to shop the market
Send each client one link for updated schedules, claims history and underwriting questions. Lead Source follows up on what is missing well before the renewal date.
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- Recent claimsUploaded
- Revenue or staff changes?Four new crew hiredAnswered
- Property valuationOutstanding
Everything underwriters ask for, in one request
List what each line of cover needs once. Each client sees only their part, and changes since last year surface early.
Documents
- Vehicle and driver schedules for the new term.
- Claims history and open claim letters.
- Property valuations and photos of new equipment.
Information
- Changes to revenue, payroll or headcount.
- New locations, vehicles or activities.
- Any incident that could become a claim.
Three requests brokers send every year
Three saved requests cover most of the book. Reuse them every cycle and send each one well ahead of its date.
Renewal packs
Updated schedules, recent claims and a few what-changed questions.
Quotes for new clients
Current schedules, prior claims, turnover, locations and the work they do.
Claims paperwork
Damage photos, repair estimates, report numbers and a written account.
One personal link per policyholder, nothing to install
Ninety days before renewal, the owner of Bluegate Landscaping gets one link to this year’s renewal pack. They upload schedules and answer questions on a phone or desktop, and come back once the new truck is registered. Read how requests and reminders work in document collection software.
Your 2026 renewal: 4 items
Hi Chris, your commercial auto policy renews on 30 June.
- Vehicle scheduleUpload
- Recent claimsUpload
- Revenue changes?Answer
Reminders well before the renewal date
Pick a due date that leaves time to market the risk. Each reminder names only what is still open, and emails end once the client finishes.
- 90 days out
Renewal request sent
Their list for this renewal, with the link and due date.
- Before the due date
A nudge for what is left
The outstanding items, linked back to the request.
- Due date passes
Overdue on the dashboard
Flagged, so you can call well before renewal.
- All in
Ready to go to market
Schedules, claims and answers sit together, and reminders stop.
See which renewals are ready to go to market
The dashboard lists open requests with each client’s progress and every overdue one flagged. Work the book in renewal order.
Open a client to see which schedules arrived. Then build the submission from one place.
- Bluegate LandscapingCommercial auto3 of 4Renews in 21 days
- Northfield Dental GroupProperty and liability2 of 7Overdue by 5 days
- Corinne VanceNew client quote6 of 6Complete
Claims photos and schedules, stored privately
Driver details, valuations and premises photos arrive through each client’s own link.
A personal link for each request. Clients upload and answer without an account.
Private file storage. Uploads are kept in private storage with controlled access.
Reviewed from your account. Sign in to Lead Source to see and open every file.
Kept with the request. Statements, IDs and photos stay together with the request they answer.
Questions insurance brokers ask
Can I send a renewal request months before the policy renews?
Yes. Set the due date to suit your renewal timetable. Reminders go out before it and list only what the client has not sent.
Can clients send photos for a claim from their phone?
Yes. Clients open their link on a phone, upload photos from the camera and add a written account in the same request.
Does it send anything to the insurance carrier?
No. Lead Source collects documents and answers from your clients. You decide what goes to each carrier and send it your usual way.
Is this an agency management system?
No. It collects client documents and information with due dates and reminders. It does not hold policies, quote, rate or handle claims.
Take every renewal to market with the facts already in.
Send your first renewal request free.
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