Describe your book of business and Taskade Genesis builds the app: policies, renewal dates, claims, commission, and a client portal with reminders.
30 prompts available • Page 2
Log mid-term change requests, track carrier confirmation, record premium adjustments, and flag anything unconfirmed.
Track prospects from enquiry to bound cover with stages, next actions, weighted forecasting, and stall detection.
Put every client on a review cycle by segment, prepare each review in advance, and record outcomes as evidence of advice.
Track premium placed per carrier, record appetite, monitor volume agreements, and match new risks to the right market.
Build targeted client groups from your own book data, send relevant timely messages, and track replies rather than opens.
One screen with premium, commission, retention, new business, and the forward renewal book, summarised each month.
Hold multi-year claims history with paid, reserved, and declined amounts, ready as an accurate market submission summary.
Show client ownership, per-person workload and overdue items, absence cover, and early bottleneck warnings.
Log every complaint with response deadlines, track time remaining, record root cause, and surface recurring themes.
Bring an acquired book across with renewal dates captured first, per-client contact tracking, and gap detection.
Manage employee benefit schemes with a live census, eligibility rules, early renewal cycles, and prepared submissions.
Run a structured risk assessment per business type, score the answers, and link every finding to a cover conversation.
File policy documents by client and policy year with version history, client access, and plain-language search.
Identify the natural next policy per client, time the approach to a renewal or real change, and respect prior declines.
Record relationship depth and undocumented knowledge per client, and prepare handover plans before anyone leaves.
