Insurance

Renewal forms become renewal comparisons, ready for your team to review

You load in the renewal, the expiring policy and what the client asked for.

Bring a real case →See the line
Hand drawn shield holding a policy folder with ticked lines and one dark flag for follow up, between a banded stack of sealed envelopes and a tray of ticked papers, with the Rulefinch finch on the tray. Green circled ticks mark the envelopes, the folder and the tray. Above, a page arrives, picks up a dark flag, then a green tick.
Today, by hand

  • Compared by hand

    Each renewal is read against the expiring policy.

  • Easy to slip

    A coverage change, like a lower limit, a higher deductible or a dropped endorsement, can go unseen.

  • Held in one head

    What each client asked for lives with one person.

How it works

Down the line, step by step

Each step is held to the rules your team approved.

  1. Step 1: Loaded inThe renewal, the expiring policy with its endorsements, and what the client asked for.
  2. Step 2: Your rules appliedEach renewal is checked against the rules your team set.
  3. Step 3: Under your controlYour licensed team reviews the results and any coverage changes, and approves changes to your rules.
  4. Step 4: Ready for your teamRenewal comparison prepared to your rules, ready for your team to review and use.

Rulefinch prepares the work. Your team decides what goes to the client.

The finished job

What comes off the line

Example only, not real data

Renewal comparison, ready for your team to review

1 to follow up
Named insured
Same as expiring
Deductible
Same as expiring
Endorsements
Carried over
Liability limit
Lower than expiring, held for follow up

Your licensed team reviews the lower limit and decides what goes to the client.

Held to your rules

  • Named insureds match the expiring policy
  • Limits and deductibles are compared side by side
  • Endorsements carry over or are listed
  • Any change in coverage goes to your licensed team
Hand drawn: the expiring policy, the renewal and what the client asked for arrive as files on a screen. The Rulefinch finch compares them side by side; matching lines are ticked and one line is flagged for follow up. The policy folder waits in a tray for your licensed team to review.

Bring a renewal, and see the comparison it becomes

We set up the rules with you, your team approves them, and you see the finished job.

A redacted or sample copy of a real case is fine.

Bring a real case →