Keep the next action in view.
See the outstanding information against each account, keep supporting documents close to the record and review updates before they become part of the renewal.
Book a demoSME renewal management
Keep SME
renewals moving.
A clearer way to collect client updates, see what’s outstanding and follow up before renewal.
Bindframe brings client updates, outstanding information and broker review into one workspace, so you can see what needs attention before each renewal.
BINDFRAME / RENEWAL DESK
Your next actions
Every renewal.
A clear next step.
HF
Hartley Food Services
Follow upVehicle schedule outstanding
AC
Alder Construction
ReviewClient updates received
WS
Willow Studio
CompleteInformation checked by broker
Focus your next follow-up
What needs your attention before the next renewal?
Built around the work before renewalCollect updatesTrack responsesKeep broker review
The starting point
A renewal date is clear.
The next action should be too.
When the same person looks after the client and the paperwork, chasing updates can become another task competing for attention.
Bring outstanding information, client responses and changes together. Bindframe gives you a clear view of the preparation behind each renewal, helping you focus the next client conversation.
Explore the workflow
From an outstanding request
to a reviewed update.
Prepare a focused request, keep track of the gaps and review client updates in the context of the renewal.
Renewal workflow 01 / 03
A clear request for the client
Bring the outstanding information together so the client can see what you need for their renewal.
For brokers & networks
Built around the people
doing the renewals.
For teams managing SME client relationships alongside the daily renewal workload, and networks supporting those teams.
Explore a consistent renewal process.
See how a structured approach to information gathering and review could support your member brokers. Book a walkthrough focused on their workflows and existing systems.
Book a network demoDesigned with existing broker systems in mind.
Import renewal records from a CSV file and organise the preparation around each account. Discuss your existing broker systems and requirements during your demo.
The renewal workspace
The detail in one place.
The decision with you.
Move from the account overview to the supporting information without losing the context of the renewal.
Organise the renewal record
Bring the risk snapshot, supporting documents and outstanding checklist together in a single account workspace.
Review before updating
Inspect proposed values and source excerpts. Approve, correct or reject information before it updates the working record.
Prepare a clear summary
Generate a renewal summary with the current record, checklist and document list, keeping outstanding items visible for review.
A few practical questions
Before your demo.
What will I see in the demo?
A walkthrough of the renewal queue, account workspace, document review and information-request process using sample accounts. We’ll also discuss what your team needs to put the workflow into practice.
Does Bindframe connect to Acturis?
Renewal records can be imported using CSV files. There is no live Acturis connection or write-back. We’ll discuss your current setup and any integration requirements during the demo.
Can clients receive requests by email?
The demonstration includes preparing a request and previewing the client response form. Live email delivery and remotely accessible client forms are not currently available.
Who checks information from documents?
The broker reviews proposed values and their source excerpts, then approves, corrects or rejects them. Text extraction supports documents with readable text; scanned-document OCR is not currently available.
Book a demo
What slows down
your SME renewals?
See Bindframe in action. We’ll walk through the renewal workspace, information requests and broker review, with time to discuss your team’s process.
Book a walkthrough. Share a little about your team and we’ll get in touch to arrange a time.