Renewal Tracker for Insurance Brokers
Why This is an Opportunity
This disrupts the manual calendar tracking by providing an automated reminder system linked to broker-specific timelines. The solution is simple: enter client details, set up reminders, and view all expirations on a single interface—construction feasible in one session.
Key Pain Points
- •Current process requires manual calendar entries
- •No unified tracking of multiple timelines
- •Missed deadlines due to scattered reminders
- •Losing clients because of missed renewals
- •Fragmented information across carriers
Original Discovery
Insurance brokers handling renewals for small business clients often deal with multiple carriers, each with unique timelines. The absence of a unified renewal calendar leads to missed deadlines, risking client loss. An app that consolidates all renewal dates and sends reminders could streamline the process significantly.
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