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TheDeskPro

Insurance CSR BPO

Renewal Processing and Remarketing Support

A dedicated renewal desk that works every expiring policy on a dated calendar, so no account reaches its expiration date unprepared.
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Insurance CSR BPO

Renewal Processing

A dedicated renewal desk covering your expiring book from exposure updates to bound renewal proposals

  • Build and work the 90/60/30-day renewal pipeline
  • Pull expiration reports from the AMS
  • Send exposure and update requests to insureds
  • Order and chase carrier loss runs
  • Update ACORD applications and supplementals
The Desk Pro's virtual assistants have taken the weight off our management team, allowing us to drive strategic initiatives. Their integration into our workflow has been seamless.
Jennifer A. Minteer, Dumas ServicesJennifer A. Minteer, Dumas Services

Overview

What a DeskPro renewal processing professional does

Renewal processing is the work that quietly decides your retention number. The DeskPro places trained insurance support professionals who own the renewal cycle for retail agencies, brokerages, MGAs and wholesalers: building the expiring-book pipeline, gathering updated exposures, ordering loss runs, assembling remarketing submissions and preparing the proposal your producer presents. Your account executives keep the client relationship; your renewal desk keeps the calendar.

Your DeskPro professional works inside your systems, on your renewal timeline, under your documentation conventions. We recruit, screen, train and manage the person; you set the rules of the desk. Start with one renewal processor for a single line of business and add capacity as your expiring book grows.

Works inside

Applied EpicAMS360EZLynxHawkSoftQQCatalystNowCertsSalesforce

Scope of work

Typical responsibilities

  • Build and work the 90/60/30-day renewal pipeline
  • Pull expiration reports from the AMS
  • Send exposure and update requests to insureds
  • Order and chase carrier loss runs
  • Update ACORD applications and supplementals
  • Assemble and release remarketing submissions
  • Log carrier quotes, referrals and declinations
  • Build premium and coverage comparison worksheets
  • Draft renewal proposals for producer review
  • Chase unreleased carrier renewal offers
  • Flag large increases and non-renewal notices early
  • Prepare retention save options and follow-ups
  • Check issued renewals against quoted terms
  • Document every renewal step in the AMS
01

Working the 90/60/30-Day Renewal Calendar

Most renewal problems are timing problems. A renewal that starts at 45 days becomes a rushed remarket, a late proposal and a client who has already taken a competitor's call. We build the desk around a dated pipeline, so every expiring policy carries a task with a due date well before the expiration date matters.

The milestones stay yours. Your DeskPro professional works a dated queue as a standing weekly routine rather than reacting to whatever lands in the inbox.

  • 120 to 90 days: exposure and loss run requests
  • 90 to 60 days: applications updated, submissions released
  • 60 to 30 days: quotes compared, proposal drafted
  • 30 days out: producer review, bind order
  • After binding: issued policy checked against quoted terms
  • Personal lines: 60 and 30 days, re-shopped by threshold
02

Remarketing Submissions and Premium Comparisons Producers Can Present

Remarketing either produces a real alternative or wastes a week. Your DeskPro professional builds a submission an underwriter can quote from, then compares each quote against expiring terms on the points that decide a renewal.

The output is a proposal your producer can present: expiring versus proposed, with the premium difference explained rather than just displayed. When a renewal is heading toward a large increase, a coverage restriction or a non-renewal, the desk escalates early enough for a decision.

  • Current ACORD applications with real exposure changes
  • Three to five years of loss runs
  • Loss summary and expiring declarations pages
  • Markets approached in the order you rank
  • Declination reasons recorded for next year
  • Premium, limits, deductibles, forms and endorsements compared

Why it works

What changes once the role is covered

The point is not to add a person. It is to give the workload a permanent owner.

Renewals Start Earlier

A dated pipeline replaces the end-of-month scramble, so exposure updates and loss runs arrive in time to market.

Producers Stay With Clients

Your producers spend renewal season presenting and closing while ordering loss runs and chasing underwriters moves to the desk.

Fewer Surprises at Expiration

Increases, coverage restrictions and non-renewal notices surface weeks early, leaving time to price options and brief the client.

Retention You Can Measure

Every renewal step is logged in your management system, making lost accounts reviewable and successful save attempts repeatable.

Good fit

Who this service is built for

If more than one of these describes your operation, this is usually the first role worth outsourcing.

  • Retail agencies where producers absorb renewal prep between sales calls
  • Commercial lines teams with heavy December and January 1 expiration concentration
  • Personal lines departments re-shopping accounts as carriers push rate increases
  • Brokerages whose remarketing submissions go out late or incomplete
  • Agencies losing accounts that were never fully worked before expiration
Our collaboration with The Desk Pro has made handling administrative tasks straightforward, giving us more time to enhance client relationships. Their impact on our growth is undeniable.
Arslan Khan, Maple Insurance GroupArslan Khan, Maple Insurance Group
Scope this role

Questions

Renewal Processing FAQs

Something not covered here? Ask us directly.

Yes. We adopt the renewal cadence, task templates and activity codes you already use rather than importing a process of our own. During onboarding we document your milestones by line of business, including which accounts are automatically re-shopped and which need producer approval first.

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Let's build your team

Ready to hand off renewal processing?

Tell us the workload, the systems and the hours. You interview the shortlist and decide who joins.

Prefer to talk now? +1 (717) 551-5566
Request a candidateSchedule a consultation