Run insurance like an operating process: policy inventory, renewal calendar, exposure data readiness, claims discipline, broker governance, and scenario comparison.
Collection
Run insurance like an operating process: policy inventory → renewal calendar → exposure readiness → claims discipline → broker governance → renewal scenario comparison.
This collection is cost-first with risk hygiene:
reduce renewal surprises and unmanaged exposure drift
prevent leakage from endorsements, broker fees, and misclassified exposures
make renewals comparable with simple scenario math (premium vs retention)
keep broker and carrier governance tight year-round
Who this is for
finance leaders responsible for insurance spend and renewal outcomes
operators who “own renewals” but don’t have a repeatable system
teams preparing for a renewal negotiation or broker re-bid
How to use this collection
Follow in order:
build your policy inventory and renewal calendar (what you buy, when, and who owns it)
quantify renewal impact and compare retention scenarios with the calculator
run the leakage playbook to catch avoidable cost drivers before the next renewal
when leverage is needed, run the broker RFP and renewal kit