Work renewals and check-ins
For brokers- Renewals lists every policy you look after, grouped by when it ends, with whether the client turned on Compare at renewal.
- When a client turns on Compare at renewal, Covarage opens a renewal request in the client's name 30 days before the policy ends, and it comes straight to you. Send the client at least three quotes, or fewer with your reason.
- When a client reports changes in its quarterly check-in, you are told in Alerts; Covarage may also send them to you as a case of the kind Quarterly check-in.
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