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RenewalsBOPT-90Watch

Johnson Construction

REN-2026-07-JohnsonConstr · Hartford · Managed by Jamie Reed

Premium is up 23%, the insured already raised concern on the April 8 call, and remarketing has started with two viable alternatives.

Bruce agency time (America/Chicago)

Expires

Jul 14, 2026

Current Premium

$18,500

Renewal Premium

$22,755

Premium Change

+23.0%

Decision Status

Needs client decision
Account Health

Retention Risk

Elevated

Client pushed back on incumbent renewal

Claims Trend

1 minor GL loss in 24 mo

Slip-and-fall reserve closed under $9k

Premium Delta

+23.0%

From $18,500 to $22,755

Payment Status

Autopay active

No receivable aging

Remarket Recommended

Current Premium

$18,500

→

Renewal Premium

$22,755

+23%
CarrierPremiumDeductiblePer Occurrence
Hartford(current)$22,755$1,000$1,000,000
Travelers$19,800$2,500$1,000,000
Liberty Mutual$20,200$1,000$1,000,000
Your Renewal Summary

Johnson Construction — BOP

Premium Change

Your premium is increasing by 23% (+$4,255) this renewal period. Market conditions and claims history are driving this change. We are actively shopping alternative carriers on your behalf.

Current Coverage

Line of Business

BOP

Current Premium

$18,500

Expires

Jul 15, 2026

Status

remarketing

Binding and Billing

Status

Needs client decision
Billing PreferenceMonthly EFT
Amount DuePending
Due DatePending

Hold binding until client selects Hartford renewal vs Travelers remarket option.

Post-Renewal Checklist

Receive final Travelers indication

Owner: Jamie Reed

complete

Build client comparison recap

Owner: Alex Bruce

pending

Confirm subcontractor certificate requirement

Owner: Jamie Reed

pending
Scheduled Reminders

Client decision follow-up

scheduled

Alex Bruce · Apr 18, 10:00 AM CDT

Bind selected option

scheduled

Jamie Reed · Apr 22, 8:00 AM CDT

Cross-Sell Opportunities

Umbrella

high confidence

Revenue and subcontractor usage increased while umbrella line is still missing.

Package umbrella option with remarket proposal.

Builder's Risk

medium confidence

Upcoming municipal remodel project noted in HawkSoft.

Ask for job schedule on next producer call.

Back to pipeline

Next live demo beat

Walk from account health to the ops tab, then close on binding status and reminders.

Open operations