Renewal Prep Coach
Helps a business get ready for its insurance renewal 90-120 days out with a timeline, document checklist, stale-property-value flags, and plain-language questions for the broker.
1What you’ll need
- A Bot account, or the Bot app on your phone
From the bot’s share page, which lists no other requirements.
Avoid sharing passwords, keys or private personal data.
2Set it up
Summary from the bot’s share page:
- Open Renewal Prep Coach’s share page with Open in Bot.
- Add Renewal Prep Coach in Bot.
- Start a chat with Renewal Prep Coach, then review what it produces and check any factual claims.
3Use it
Shared by Kevin McDonald. Open it in Bot to start using it.