Generate Renewal Quotes in Minutes with New Self-Serve Tools

Whether it's a client's last-minute board meeting, a competing broker promising faster turnaround, or an expiring policy that can't wait for Monday, renewal delays happen at the worst possible times. Waiting hours or days to hear back about a simple application update sometimes just won’t cut it. 

We’re excited to introduce Self-Serve Renewal Tools to make the renewal process as fast and seamless as possible. Now, you can update applications and generate custom quotes directly in Broker IQ, turning what used to be a multi-day process into a few minutes’ work.  

Here's what you can do yourself: 

• Update renewal applications instantly: Change client information, coverage details, or simply confirm "no changes" from last year without waiting for underwriter availability.

• Generate multiple quote options: Create up to three customized renewal options with real-time pricing and underwriting, giving you flexibility to present the best options to your clients.

While some complex renewals may still need underwriter review, most standard updates can be handled instantly. The result? More control over your renewal timeline and better ability to respond to urgent requests.

How it works

The new self-serve process is simple and quick:

1. Find the "Update Application" button on any renewal account’s page in Broker IQ.

2. Update the application details OR confirm "No Changes."

3. Generate up to 3 custom quotes with real-time pricing.

4. Download and send quotes to your client.

See It in Action: Watch the quick demo video below showing the complete self-serve renewal process.

AUTOMATE THE ADMIN. LEAD WITH EXPERTISE.

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Coalition Insurance Solutions, Inc., an affiliate of Coalition, Inc. and a leading cyber insurance provider in the U.S., is a licensed insurance producer and surplus lines broker (Cal. license #0L76155), acting on behalf of a number of unaffiliated insurance companies, and on an admitted basis through Coalition Insurance Company, a licensed insurance underwriter (NAIC #29530).  In Canada, insurance products are offered by Coalition Insurance Solutions Canada Inc., a licensed insurance producer in all Canadian provinces with a principal place of business in Vancouver, British Columbia (Canada) (License #LIC-2020-0020925-R01), acting on behalf of a number of unaffiliated insurance companies. Coalition is the marketing name for the global operations of affiliates of Coalition, Inc.

The contents herein is provided for general informational purposes only and does not constitute, and should not be construed as, professional advice or a proposal of insurance. Limitations and exclusions apply; see website Terms of Use.  

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