Draft a carrier-comparison memo flagging non-obvious coverage gaps across quotes and a client-recommendation narrative, leaving the actual market selection and negotiation to the broker.
Quotes come back from carriers in inconsistent formats, and account executives have to manually build the comparison and figure out what is actually different before they can recommend anything to the client.
A premium-only comparison can hide real differences in limits, deductibles, and exclusions.
Select market and negotiate
Three carrier quotes for a mid-market manufacturer's property and casualty renewal have been normalized into a comparison memo. The agent flagged a sublimit gap on the lowest-premium option.
Try it — same review surface your operators use, with a representative decision. Nothing here is saved or sent anywhere.
Choosing which markets to approach, negotiating terms, and judging which quote genuinely serves the client stay with your brokers.
See this workflow against your own queue.
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