Personal lines in Folsom and Sacramento
Renewal Check, done for you. Just email us the PDFs.
Send last year's dec page, this year's, and the loss run. Get a one-page comparison, a spreadsheet, and a draft client email you approve before anything goes out.
How it works
-
Send the expiring dec page, the renewal dec page, and the loss run.
-
We run Renewal Check.
-
You get a one-page comparison PDF, an Excel file of every field we read, and a draft client email that is never sent until you send it.
What you get, and what you don't need
What you get
- Flags on coverage, deductible, endorsement, and premium changes.
- Loss history by year, always included.
- Your team can check every field we read.
What you don't need
- No new app or login to learn.
- No agency-management-system project.
- You stay the reviewer.
Who it's for
Small personal-lines agencies, auto and home first, with 2 to 10 people.
Not the right fit if you have a large commercial book and you want AMS-integrated automation or requoting.
Pricing
One flat monthly fee for your agency. Not per seat, not per document. Your first renewals are a free pilot, and we'll quote the monthly fee once we see your volume.
You're in Folsom / Sacramento, and so are we.
- Nick Ulrich sets it up and answers hello@rundocflow.com.
- A person approves every client email before it goes out.
- Documents are used only to produce your check.
Questions
What do I send?
Three files for the account: the expiring declarations page (last year's dec page), the renewal declarations page (this year's), and the loss run.
What do I get back?
A one-page comparison PDF, an Excel file of every field we read, and a draft client email. Nothing goes to your client until you send it.
Do I need a new login or AMS hookup?
No. There is no new app or login to learn, and no agency-management-system project. You stay the reviewer.
Do you email my clients?
No. You get a draft. A person approves every client email before it goes out, and the draft is never sent until you send it.
What's the loss run for?
It is part of every check. Loss history by year is included with the comparison, not left off.
What does it cost and what's the pilot?
One flat monthly fee for your agency. Not per seat, not per document. Your first renewals are a free pilot, and we'll quote the monthly fee once we see your volume.
Who sees our files?
Documents are used only to produce your check. Nick Ulrich sets the work up and answers hello@rundocflow.com.
Is my clients' information safe?
Not under a finished rule yet. The handling write-up is a draft pending attorney review, and it is not in effect.
It says how we plan to handle policy and loss-run files. How we handle your clients' information.
Is this for commercial accounts?
Auto and home come first. It is for small personal-lines agencies of 2 to 10 people. It is not the right fit for a large commercial book that wants AMS-integrated automation or requoting.
How do I start?
Ask about a free pilot. Send your name, agency, and email to hello@rundocflow.com, or use the form below. Nick sets it up.
Ask about a free pilot
TODO: there is no form server yet. Submit opens an email to hello@rundocflow.com in your mail app. Nothing on this page stores what you type.