The book you are chasing

Renewals And X-Dates

Renewals are the whole business: a brokerage that renews most of its book grows, and one that does not shrinks with a full order book. Expiries are a worklist grouped by the producer who owns them, lost business carries its reason, and x-dates — the expiry dates on business you do not hold yet — are prospected the same way instead of in a private spreadsheet.

Expiring, and whose they are

Expiry date, account, carrier, class, producer, bill method, full-term premium and the commission at stake on every renewal due.

X-dates: somebody else's renewals

32 of 152 x-dates fall in the next ninety days — the prospect, the incumbent carrier, the premium they pay today and the day to start soliciting.

Lost business, with the reason

Revenue at risk and lost premium by month, split into carrier decision, client circumstance, lost to another broker, lost to a direct writer and non-payment.

Prospects and suspects

The accounts not yet written, with the producer and the account manager already named against each.