100% Remote • Australia-Ready

Renewal Administration & Review Collation.

Protect your client retention rates and eliminate peak-season bottlenecks. Our dedicated renewals team runs automated 90/60/30-day pipeline triggers, collates updated declarations, remarkets risks, and compiles side-by-side market comparison decks.

View Renewal Pricing (from A$450/mo) → Discuss Renewal Workflows

90/60/30-Day Pipeline • Multi-Quote Comparison Decks • Peak Surge Reserve Capacity • Two-Tier QA Review

Scope of Work

End-to-End Renewal Pipeline Scope

Structured administrative execution ensuring zero policy expiries lapse unremarketed across commercial, SME, and personal lines.

01 / Audit (90 Days)

90-Day Expiry Audit & Setup

Extracting upcoming monthly expiry registers from WinBEAT / Applied Epic and auditing current asset values and policy schedules.

✓ Monthly expiry register extraction
✓ Current asset, property, and vehicle schedule audit
✓ Identification of target remarketing policies
✓ Renewal activity setup inside broker CRM

02 / Surveys

Declaration Collation & Surveys

Preparing pre-populated renewal questionnaires and reviewing client responses for business turnover, payroll, and asset changes.

✓ Pre-populated risk survey compilation
✓ Client declaration response tracking
✓ Flagging declared turnover & asset variance notes
✓ Missing information follow-up logging

03 / Remarketing (60 Days)

Underwriter Remarketing Slips

Submitting risk slips across panel underwriters via Sunrise Exchange or insurer portals (QBE, Allianz, CGU, Vero, Chubb, Zurich).

✓ Sunrise Exchange remarketing quote slips
✓ Insurer portal term retrieval & schedule downloads
✓ Challenger market premium term capture
✓ Coverage variance tracking

04 / Decks (30 Days)

Side-by-Side Comparison Decks

Compiling side-by-side comparative quote tables with premium variance breakdowns and policy wording notes ready for broker presentation.

✓ Expiring vs. renewal premium & excess comparison
✓ Underwriter exclusion and sub-limit highlight notes
✓ Branded presentation deck compilation
✓ Two-Tier QA review on all comparison calculations

05 / Invoicing

Closing & Invoice Processing

Generating renewal tax invoices, premium funding quotes, and dispatching ready-to-send closing packs upon client acceptance.

✓ Renewal tax invoice & schedule creation
✓ Hunter / Attvest premium funding quote generation
✓ Closing notice transmission via Sunrise
✓ Certificate of Currency generation on bound renewals

06 / Surge Capacity

Peak Season Surge Management

Expanding dedicated team capacity during peak June (financial year end) and December renewal cycles with zero recruitment overhead.

✓ Flexible temporary operator scale-up (14-day notice)
✓ Pre-trained Australian broker workflows
✓ Rollover hours utilization for peak cycles
✓ Backlog clearance and queue acceleration

The Proactive 90/60/30-Day Renewal Timeline

Phase 1 (90 Days Out) Pipeline Audit & Declaration

Extract expiry lists, audit current asset values, and pre-populate client risk surveys.

Phase 2 (60 Days Out) Market Remarketing

Submit risk slips via Sunrise Exchange and insurer portals to capture competitive terms.

Phase 3 (30 Days Out) Comparison Pack Dispatch

Compile side-by-side comparison tables and presentation packs for broker review.

Engagement Options

Deploy Dedicated Renewal Support

Deploy dedicated renewal administrators or structured support squads starting from A$450/month with zero recruitment costs and 50% unused hours rollover.

View Renewal Pricing →

Dedicated Renewal Admin (160h/mo) Full-time dedicated pipeline and comparison management

A$700–$1,100 / mo

Shared Insurance Support (40h/mo) Fractional support for boutique brokerages & agencies

A$450 / mo

Renewals Administration FAQs

How MCR Global guarantees smooth, on-time insurance renewal cycles.

How far in advance does MCR Global initiate the renewal workflow? +

Our renewals team triggers workflows 90 days before policy expiry. We audit expiring asset schedules, prepare the pre-populated renewal survey for the client, and request early renewal terms from incumbent and challenger underwriters.

✓ 90-day alert: Policy schedule review and client declaration pack compilation.
✓ 60-day milestone: Underwriter market remarketing and quotation capture.
✓ 30-day milestone: Comparative renewal report generation for broker presentation.

What does the standardized renewal comparison pack include? +

The renewal pack includes a side-by-side comparison table showing expiring vs. renewal sum insured values, deductibles/excess, premium breakdown (base premium, stamp duty, GST, broker fee), and coverage difference highlights formatted in your brokerage branding.

✓ Side-by-side numerical comparison tables across target underwriters.
✓ Highlighting insurer endorsement changes, exclusions, and sub-limits.
✓ Ready-to-send PDF deck formatted in your brokerage templates.

Can MCR Global support temporary surge volume during June and December renewal cycles? +

Yes. We offer flexible team expansion during peak Australian renewal months. You can expand your dedicated squad with temporary overflow administrators on 14 days' notice to process high renewal volumes with zero permanent overhead.

✓ Pre-trained reserve operators familiar with Australian broker workflows.
✓ Month-to-month flexibility with up to 50% unused hours rollover.
✓ Fast integration aligned to your standard operating procedures.

Do your operators provide advice to clients during renewal reviews? +

No. All market comparison tables and risk surveys are compiled strictly on a factual, non-advisory basis. The licensed Australian broker reviews all comparison decks and retains 100% legal responsibility for providing advice and placement recommendations to the insured.

✓ Strict factual data compilation with zero product suitability opinions.
✓ Two-Tier QA sign-off ensuring numerical and schedule accuracy.
✓ Completed decks placed inside BMS ready for broker sign-off.

Eliminate renewal bottlenecks before peak season.

Integrate dedicated renewal administrators into your broker software.

View Insurance Pricing → Discuss Renewal Workflows

Important Regulatory & Service Disclaimers

100% Remote BPO Model: MCR Global Insurance Back-Office is a 100% remote Business Process Outsourcing (BPO) service provider operating from India. We provide dedicated administrative, operational, and clerical back-office support to Australian insurance brokerages, underwriting agencies, and insurtechs.

No Insurance Advice or Underwriting: MCR Global is not an Australian Financial Services Licensee (AFSL), insurance broker, insurer, or claims adjuster. MCR Global does not provide general or personal financial product advice, sell or bind insurance coverages, assess claims liability, or make underwriting decisions under the Corporations Act 2001 (Cth) or Insurance Contracts Act 1984 (Cth).

Client & Licensee Responsibility: All policy data entries, Certificates of Currency, renewal comparison schedules, claims documentation files, and reports prepared by MCR Global personnel are executed under the direct instruction and standard operating procedures of the client business. The licensed Australian entity and its responsible managers remain solely and legally responsible for authorizing, reviewing, and approving all insurance transactions and client advice.

Non-Advisory Market Comparison: Renewal comparison schedules and market remarketing slips are prepared on a strictly factual, numerical basis. MCR Global does not provide product recommendations, suitability opinions, or policy replacement advice to end policyholders.

Third-Party Systems & Data Security: System names (including WinBEAT, Applied Epic, Steadfast INSIGHT, Sunrise Exchange) are trademarks of their respective copyright holders. MCR Global personnel access client software tools securely via encrypted VDI/VPN sessions with Zero Local Storage under Australian Privacy Principles (APP 8).