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.