Prepare renewals
Renewal in 60 days.The questionnaire is already out.
Upcoming renewals are found, the client's renewal questionnaire and duty of disclosure notice are sent, and the answers are checked against last year's file.
Seven jobs your brokerage runs every week.Less chasing. Clearer handovers.
Each card shows a proposed workflow that carries work between account executives, placement, claims and accounts, with a named owner at every handoff. A broker approves every submission, recommendation and instruction before it leaves the firm.
Build the submission
Client details in.Submission ready for the market.
Underwriting information is assembled into your submission template with claims history and schedules. A broker approves it before any insurer sees it.
Compare quotes
Quotes back.Compared like for like.
Each insurer's quote is read for premium, excesses, sub-limits and key exclusions and laid out side by side. Wording differences are flagged for the broker.
Place cover
Client instructs.Cover confirmed by the insurer.
The broker's recommendation goes to the client. Placement instructions are prepared after the client instructs, and the job closes when the insurer confirms cover.
Issue certificates
Certificate requested.Sent once the policy checks out.
Check requests against the current policy and retrieve the insurer's certificate, or prepare one within your issuing authority. Exceptions go to the account executive.
Track claims
Claim notified.Every insurer update followed up.
First notice of loss is prepared from the client's report, lodged after broker review and tracked through to the insurer's decision. The decision stays with the insurer.
Process mid-term changes
Business changed.The policy follows.
A new site, vehicle or contract value is gathered from the client and an endorsement requested. The job closes when the insurer confirms and the adjustment is invoiced.
Client context
The client account comes first.Policies, claims and past submissions.
Review queue
What needs a broker comes to a broker.With the wording attached.
Integrations
Start with the systems your brokerage runs.Broking software, insurer portals and e-signing.
Candidate connections include Winbeat, Insight and Steadfast Client Trading Platform, subject to availability.
No. Insurers decide cover, terms and claims. Your brokers advise clients and give instructions. Fierce prepares the documents and tracks responses.
Differences in excesses, sub-limits and exclusions are flagged with their source pages for the broker to interpret. It does not rank policies for the client.
Submissions and instructions wait for the broker you nominate. Delivery is confirmed against the insurer's acknowledgement.
If the policy status, insured name or cover doesn't match the request, the certificate is held for the account executive. It is not issued.
We are scoping integrations with common Australian broking platforms, insurer portals and e-signing tools, and we confirm availability for your firm in a demo.
See it run on a renewal like yours.
Bring us your renewal process. We'll map the steps from questionnaire to confirmed cover and discuss where Fierce could help, with your brokers in control.
No pitch deck. No obligations. Just the product running for you.