Covarage

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.

Related articles

Was this helpful?

Still need help?

Signed in? Ask Covarage from any page of the platform and follow it to the reply. Or email support@covarage.com.