Commercial-lines renewal coordination
QuoteReady monitors each account, requests missing documents, reads incoming loss runs, and keeps true submission blockers visible until the file is ready to quote.
QuoteReady keeps following up until the evidence actually matches.
The file stands between the agent and the quote. QuoteReady manages the chase without pretending to underwrite the risk.
How QuoteReady works
The coordinator follows the evidence across the client, carrier, inbox, and agency—then gives the account manager one truthful view of readiness.
Policies, lines, carriers, applications, schedules, and required loss-run periods become an accountable checklist with owners and deadlines.
QuoteReady drafts context-rich outreach, watches the thread, and follows up on the agency’s approved cadence while preserving every message against the account.
Requesting currently valued loss runs for policy years 2021–2026…
QuoteReady identifies the carrier, policy, valuation date, and covered years. Missing periods or uncertain matches remain open with page-level evidence.
Each account shows readiness, blockers, next actions, and evidence history. Nothing turns green merely because someone uploaded a file.
Bounded automation
Autonomy increases only where the agency explicitly allows it. Coverage advice and underwriting stay outside the system.
It handles repetitive evidence work and shows the source behind each proposed conclusion.
Account managers decide what leaves the agency and resolve ambiguous or incomplete evidence.
The renewal file explains how it became ready instead of presenting a mysterious score.
Expected agency pricing
Final pricing will follow commercial team size, active book, and mailbox volume—not a premature feature matrix. The first audit is free; a paid pilot only follows proven value.
Start with the auditDesign-partner audit
We are opening a small number of hands-on readiness audits while we validate the recurring coordination workflow with commercial-lines teams.
No checkout today. We will only propose the recurring product if the audit exposes a repeatable, valuable workflow.
Agency questions
The first audit can begin with uploaded documents. Mailbox access is optional until your agency is ready to test live coordination.
No. It coordinates evidence, extracts document facts, reconciles those facts against the renewal checklist, and drafts follow-ups. Licensed professionals keep control of coverage, market selection, submissions, and every material communication.
QuoteReady records the carrier, policy number, valuation date, covered period, and evidence location. If a requested year is missing or confidence is low, the requirement stays open and moves to human review instead of being marked complete.
No. QuoteReady is the coordination layer around email, documents, and renewal deadlines. The initial workflow works alongside Applied Epic, AMS360, HawkSoft, or another AMS; deeper integrations can follow after value is proven.
Agencies choose the control level. The default is human approval for outbound drafts. Repetitive reminders can be enabled by policy after the agency has reviewed its templates, recipients, and escalation rules.
Start with a free, hands-on renewal-readiness audit. No account, payment card, or mailbox connection is required. If the file fits, we arrange a secure document handoff and return the evidence checklist before discussing a paid pilot.
The integration layer is designed for Google Workspace Gmail and Microsoft 365 Outlook. Both connections are scoped to the mailbox permissions the agency approves and can be revoked at any time.