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Copaken Brooks RFP | Insurance Brokerage and Risk Management Services
Sample Renewal Timeline
Due Date
Action
June 15, 2018
Deliver risk management report to Copaken Brooks
Pre-Renewal Review
July 1, 2018
Receive updated Payroll and Exposure figures from Copaken
Brooks
Develop marketing strategy
Meeting with incumbent carrier regarding renewal
expectations with Copaken Brooks Team in attendance
Identify carriers to approach
Establish coverage specs for submission
July 10, 2018
Present renewal submission to Copaken Brooks’ Team
Renewal Submissions to Selected carriers
August 15-September 1, 2018
Available for Carrier Loss Control visits
Marketing update communicated to Copaken Brooks
September 10, 2018
Review of all available underwriting options
Negotiation of renewal information with incumbent and
prospective markets
Verification of all rate structure
September 15, 2018
Delivery of Renewal Proposal to Copaken Brooks
Review Options
Negotiate changes
September 20, 2018
Bind agreed coverage with all carriers
September 20-September 25, 2018
Finalize and deliver all needed Certificates of Insurance,
Auto ID cards