Pre-renewals, sent and chased for you.
Trusted by 90+ Australian brokerages
Tracking dashboard
Every pre-renewal in one place
See which clients have submitted, which are in progress and who still needs a nudge, with follow-ups sent automatically.
Draft · Sent · In progress · Submitted
Sound familiar?
Looking for a better way to do pre-renewals?
You're not alone. Brokerages all across Australia are struggling to prepare, send and manage pre-renewals effectively.
Compliance
Missing first notice
Not meeting first-notice requirements.
Consistency
Copy and paste templates
Poor standardisation of pre-renewal processes and quality control.
Productivity
Lost broker time
Brokers spending time on manual admin and chasing up information.
Data Access
Same answer every year?
Re-asking clients for the same information year on year.
Client Experience
What does your customer get?
Overwhelming clients with walls of text and attachments.
Tracking
Are they sent?
Lack of visibility into progress and status.
...all the while slowing down the rest of the remarketing and renewal process.
We send, chase and collect for you.
Meet compliance requirementsBulk process your pre-renewals at once to meet your first-notice requirements.
Improve consistencyStandardise the process across all your brokers and pre-renewals.
Increase response ratesProfessional, easy-to-fill and sign web forms your clients can complete in minutes.
Leverage pre-renewal dataCaptured answers prefill next year's pre-renewal forms and feed your portfolio analysis.
Renewal managementTrack every pre-renewal in one place, with automated follow-ups.
How it works
From your broker management system to a completed form
Flexible configuration to suit the way your brokerage works.
Import renewals
Import renewal information from your broker management system.
Assign and prefill
Email templates, questions and attachments are assigned and pre-filled automatically.
Send and collect
Send questions as a web form or fillable PDF, then collect and manage client risk data year on year.
Remind automatically
Lift response rates with simple forms and automated reminders.
See pre-renewals in action
Watch how Brokernote sends personalised pre-renewals, chases clients with automated reminders and tracks every response in one dashboard.
Pre-renewal questions
"Brokernote has transformed a time-consuming task into a few clicks. It's freed up our brokers to focus on what they do best — broking."
John Elliott
CEO, Elliott Insurance
ONE PLATFORM
Less manual admin across the whole renewal
Pair pre-renewal automation with the Schedule Reformatter and the AI Assistant to give your brokers time back at every step.
