The easiest new business is already in your book. This compares each client against a profile of what their type of business normally carries and lists the gaps worth a call.
What's Included
- A cover profile per client type that you define and maintain.
- Held against expected so the gap is a list, not a hunch.
- Gaps ranked by exposure rather than by premium.
- An assistant that drafts the conversation, not a sales email.
How To Use
- Build profiles from what you actually see, not from a generic checklist.
- Rank by exposure. The biggest gap is rarely the biggest premium.
- Raise gaps at renewal when the client is already thinking about cover.
- Record when a client declines, and why. It matters later.
Work it into the renewal engine, and track the outcome in retention analysis.