We just unleashed version 1.0 of an email reminder service, designed to send emails to you at the right times, to remind you to take actions during the year that tend to save money on insurance. These are things I try to remember to do for my clients, even though the calendar is whizzing past us so rapidly.

For example, we need to be reminded when to order loss runs, when to update renewal specs, when to ask brokers which markets they want to reserve. A good email sent at the right time can be worth a lot of money. At each of the events, we need certain documents and information to help us execute the action with minimal time or effort. This service is designed to give you what you need, when you need it.

If you depend on your office manager or other staff to stay on top of your renewal cycle, it will really help them too.

I’m going to keep adding assets to this service for your benefit. Please let me know of anything that you think would make this more helpful to you.

To launch the service, click here.

You will be taken to a form asking for your expiration dates, and a few bits of basic information. If you are not sure of your expiration dates, you can guess for now, and provide more precise information later if you like.

Feel free to pass this along to any friends who might want to check this out!

Cheers!

Don Bury