Compare the dated client information
Keep last year's record beside current client responses and identify the source of each change. An unanswered field is unknown, not evidence that nothing changed. Avoid converting a casual message into a verified exposure or valuation.
Use the broker's request list
Match the supplied questionnaire or checklist to the current case. Track requested, received and checked information separately. The assistant can prepare the missing questions without selecting coverage, limits or products.
Record the reviewed next step
Prepare the checked information and unresolved questions for the broker. Keep an indication, quotation and bound policy distinct in the record. A completed questionnaire does not establish coverage or acceptance by an insurer.
Work you can get help with
Illustrative scenario using sample information.
Compare the dated client information
- What you provide
- Previous information, current responses and source dates.
- The useful result
- A change summary with unconfirmed fields.
- When the task is complete
- The broker verifies the relevant facts with the client.
Use the broker's request list
- What you provide
- Broker-approved request list and information statuses.
- The useful result
- A renewal-preparation checklist with specific gaps.
- When the task is complete
- The broker confirms the information needed for professional review.
Record the reviewed next step
- What you provide
- Checked information and recorded professional decisions.
- The useful result
- A review packet with the actual stage of the renewal.
- When the task is complete
- The broker records the agreed next action and required confirmations.
Questions you may have
Can the assistant say a loss would be covered?
No. Coverage depends on the applicable policy and professional review.
Does receiving a quotation mean coverage is in force?
Keep quotations and confirmed policy status separate.
Sources and further reading
- Are you asking the right questions at renewal?
The material for insurance agents suggests questions about changes in the client's business, assets, and staffing before policy renewal.
This is the author's starting list of questions for the US market; it does not establish that the data matches, what coverage applies, or the specific renewal terms.
2026-11-04
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