Automation of Submission Exhibits Tool
About the Insurance and Reinsurance Broker
This company offers global insurance and reinsurance broking services to both the risk management and middle market segments including various lines of business.
Challenge
Challenge
Broker was overstretched and needed help assembling fragmented submission data and creating compelling exhibits for the renewal of a large customer.
Solution
Solution
We assisted with data cleansing and automated the process of generating submission exhibits going forward. These exhibits were automatically created in the broker’s submission template and included updated headers/footers and branding. We also provided a supplemental tool that updated the prior year’s narrative based on the revised exhibit figures and converted the completed submission into PDF format.
Benefit
Benefit
This tool saved our client time and resulted in a more accurate and better looking submission document. Additionally, the tool has been used on multiple renewals minimizing any work assembling the typical submission information by the broker.
