Generate Renewal Quotes in Minutes with New Self-Serve Tools
Whether it's a client's last-minute board meeting, a competing broker promising faster turnaround, or an expiring policy that can't wait for Monday, renewal delays happen at the worst possible times. Waiting hours or days to hear back about a simple application update sometimes just won’t cut it.
We’re excited to introduce Self-Serve Renewal Tools to make the renewal process as fast and seamless as possible. Now, you can update applications and generate custom quotes directly in Coalition's Broker Platform, turning what used to be a multi-day process into a few minutes’ work.
Here's what you can do yourself:
Update renewal applications instantly: Change client information, coverage details, or simply confirm "no changes" from last year without waiting for underwriter availability.
Generate multiple quote options: Create up to three customized renewal options with real-time pricing and underwriting, giving you flexibility to present the best options to your clients.
While some complex renewals may still need underwriter review, most standard updates can be handled instantly. The result? More control over your renewal timeline and better ability to respond to urgent requests.
How it works
The new self-serve process is simple and quick:
Find the "Update Application" button on any renewal account’s page on Coalition’s Broker Platform.
Update the application details OR confirm "No Changes."
Generate up to 3 custom quotes with real-time pricing.
Download and send quotes to your client.
See It in Action: Watch the quick demo video below showing the complete self-serve renewal process.
Ready to get started?
Self-serve renewal tools are now live on Coalition’s Broker Platform. Log in today and look for the "Update Application" button on any renewal account’s page.
