How Bartlet handles a renewal, start to finish
A walkthrough of how the agent assembles a renewal — gathering documents, checking coverage, and staging everything for your review.
The renewal starts before you open the file
When a policy approaches its renewal date, the agent pulls the expiring terms, the loss runs, and the latest exposures into one place. Nothing is sent and nothing is bound — it simply assembles the casework so the decision is in front of you, not buried across portals and inboxes.
The agent does the gathering. You make the call.
The Bartlet renewal flowWhat lands on your desk
A renewal summary with the changes flagged: premium movement, coverage gaps, and anything the carrier altered since last term. You review, edit where needed, and approve. Only then does anything leave the workspace — with a full, auditable trail attached to the case.
{
"action": "renewal.prepare",
"status": "ready_for_review",
"flags": ["premium_change", "coverage_gap"]
}