Compare policy options and decide renewal
Packaged know-how that tells an agent how to do a job well.
You might say…
“The quotes all looked different but I didn't know how to compare them on what actually mattered for my kind of work.”
What it does
Reasons the trade-offs between competing insurance quotes or renewal terms — premium, excess, limits, exclusions — against the assessed risk, and recommends whether to renew, switch, or adjust.
Trigger: Use at the decision point of an insurance review when you have competing options and need a reasoned recommendation, not a price comparison.
I/O: Competing quotes or renewal terms + assessed risk → recommended renewal/switch/adjust decision with reasoning
Recognise the problem?
The primitives are the commodity part. The fastest next step is a conversation about composing them into something that works for you.
Start a conversation