Roadmap to Renewal - Exit 3 (Last Stop)


Roadmap to Renewal: Exit 3

Our 3rd stop on the Roadmap to Renewal is the "Presentation of Solutions".

Exit 1 - Pre-Renewal (100 - 120 Days Prior To Renewal Date)

  • Discuss Open Claims and Closure Strategy

  • Openly Communicate Budget Expectations for Future Bidding Purposes

  • Review Risk Management Strategies to Help Mitigate Potential Claims

  • Discuss Current Market Conditions for Roofing Professionals

  • Communicate Current Exposures to Roofing Industry

  • Discuss: Projections, Updates, and Limits

  • Discuss Optional Essential Coverages (i.e. Cyber, Pollution, E&O, EPLI, Crime, etc.)

  • Provide an analysis of Workers' Comp Experience Mod (NCCI Worksheets)

  • Review Scope of Work and Match Insurance Program with Partner Carrier

  • Obtain Updated Certificate Holder List

Exit 2 - Underwriting Phase (75 - 100 Days Prior To Renewal Date)

  • Large Claim Description and Action Plan to Prevent Re-Occurring

  • Obtain Updated Projections and Underwriting Data to Submit to Partner Carriers

  • Discuss Budget Objectives to Match Roofing Clients' Expectations

Exit 3 - Presentation of Solutions (Renewal) (21 - 30 Days Prior To Renewal Date)

  • Presentation of Solutions and Recommended Program

  • Discuss Optional Essential Coverages

  • Obtain Signatures to Secure Coverage

  • Prepare Certificates of Insurance for Release After Binding Coverage

  • Prepare Auto ID Cards After Securing Coverage

What "exit" are you at on your renewal timeline?

You should have been presented your pre-renewal

to evaluate your claims and perceived risk.

If not, contact Roofing Risk Advisors to get

you on the Roadmap to Success.


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