Start About 90 seconds

Renewal process · Key person exposure

You sell key person coverage.
Who covers you?

Six questions about how renewals actually run in your agency. You'll get your exposure and the specific gaps — before we ask you for anything.

No call. No demo. Nothing to install.

Question 1 of 6

Your result

What your answers show

If that person leaves
$27,500 – $41,250

to replace them — recruiting, training, ramp time, and lost knowledge.

$55,000
400

Replacement cost of 50–75% of annual salary reflects published industry figures for insurance CSR turnover, counting recruiting, training, productivity ramp and knowledge loss. Adjust the sliders to your own numbers.

Get the SOP that closes these gaps

A complete renewal SOP built around your answers — not a template with your name on it.

  • Full timeline, T-120 through T+30, with owners and SLAs
  • Every step marked: system, AI-assisted, or human required
  • The E&O documentation standard and the escalation matrix
  • The continuity test, so you can re-measure in 90 days

The SOP within one business day, then three short follow-ups. Five emails total, then we stop — and nobody calls you.

Sent

It's on the way to

Your SOP is being built around the six answers you gave. It arrives within one business day, reviewed by a human before it goes out.

Five emails over two weeks, including this one. Then I stop. Unsubscribe in one click and nothing else happens.

If you want help putting it into the AMS

Thirty minutes, screen shared, mapping this SOP onto your actual system and deciding which steps run automatically. No pitch — if it isn't a fit you'll know inside ten minutes.