Custom renewal app for policy administration
Every renewal is based on policy details that are sometimes a year out of date. A new car, a renovation, a different household: the client doesn't pass it on, and the adviser only finds out after a claim. Appfront builds an app in which clients check and update their details before renewal, and in which the adviser can see which client needs attention.
What is a renewal app for policy administration?
Renewal is the annual extension of a policy, with a new premium and a renewal notice. In policy administration this runs as a batch: policies are renewed based on the data held. That work sits in the office, and for that we have our page on renewal software.
The risk lies in the data. A client with a new car, a renovated home or a different household often doesn't mention it, and the policy is renewed on what was on file a year ago. When a claim comes in, the cover turns out not to fit. For the adviser, renewal is exactly the moment to ask whether everything is still correct, but with hundreds of policies a month that can't be done by phone.
An app turns renewal into a checkpoint. We build custom solutions because offices differ: which policy administration system, which products, and which questions you want to ask at renewal.
Details checked
Clients confirm or update before renewal.
Processed immediately
Changes go straight into your policy administration.
Adviser in view
Who changes, cancels or has a question.
How we build your renewal app for policy administration
We start with your renewal process: which policies, which details matter most to check, and how changes are handled today. We often start with personal policies that see the most changes, such as car and home. Business policies and other products follow once the first version is running well. That way you quickly see how many clients confirm or update their details. From there we expand based on what clients and advisers ask for.
Policies, details and changes.
What the client sees before renewal.
With your policy administration.
Going live, and extending to other products.
What a renewal app for policy administration actually does
The components below come up in almost every renewal app. Which ones you need depends on your products.
Renewals
Which policy when.
Details
Confirm or update.
Premium
The new premium at a glance.
Questions
Passed to the adviser.
Changes
To the administration.
Dossier
What the client confirmed.
Who we build a renewal app for policy administration for
The app is intended for offices that renew policies for their clients. The more policies per month, the more the app delivers.
Insurance brokers
Many personal policies. Up-to-date details matter most.
Authorised agents
Their own renewals. Changes are central.
Advisers
Little time per client. See who needs attention.
Clients
Once a year. Getting it done quickly matters.
Test your idea first: a working prototype in 1 day
With OneDayBuild, we turn your idea into something tangible in one day for €1,150, so you can see whether further development is worth the investment. Decide to go ahead with the full build? Then we credit the full cost.
Explore OneDayBuild →Technology and integrations
This page is about an app for renewals. For the renewal run in the office, see our page on renewal software, for the policy administration itself, see our page on policy administration software, and for recording advice, see our page on the duty of care file. You can read about our approach on building an app.
Why Appfront for your renewal app for policy administration?
A policy renewed on outdated details, and a change that only comes to light after a claim, lead to disputes and dissatisfied clients. That's what we build around: details checked before renewal, changes processed immediately, and an adviser who can see who needs attention.
Up-to-date policies
Renewed on details that are correct.
Fewer calls
The client checks for themselves.
Recorded
What the client confirmed.
Security and privacy in an app for renewals in policy administration
The app contains personal data and information about policies and premiums. A client sees only their own policies, logging in is secured, and every change and confirmation is recorded.
The data is stored in a European data centre, with encrypted storage and daily back-ups. We record the processing in a data processing agreement.
Frequently asked questions about an app for renewals in policy administration
Questions that brokerages ask before getting started.
Before the renewal, it shows clients which policies are being renewed and on which details. The client confirms or amends, sees the new premium and can ask a question. The adviser sees, for each client, what has changed.
The software runs the renewal in the office: renewing policies, recalculating premiums, producing invoices. This app is for the client and the adviser: checking the details before the policy is renewed.
Yes, if that system has an interface. Policies and data come out, and changes flow back in. We'll look at which route is available in the first step. If your package has no interface, we'll show you what other route is possible.
The change goes to the administration and, where necessary, to the adviser. The client sees that the premium is being recalculated and receives a message once the new premium is known. If the cover no longer suits the new situation, the adviser sees this so they can advise the client.
Yes, if you wish. A cancellation goes to the adviser, so they can phone before the policy expires. You learn why a client is leaving, and can sometimes offer a better solution.
Yes. For each renewal it is recorded which details the client saw and confirmed, and when. This helps if the cover is later disputed. It also forms part of your file, so you can show that you asked the client for up-to-date details.
For insurance brokerages and authorised agents with many private policies, where details often change and a phone call per client is not feasible. If you already have a client portal, renewals can have a place there too.
Renew policies on details that are correct?
Tell us which policies you renew, which policy administration system you use and which details change most often. We will show you what the app looks like.