Turn renewal questionnaires into evidence-backed answers before the deadline becomes a fire drill.
Bring exact renewal questions, proposed and prior-year answers, evidence requirements, and reviewed references into one controlled workspace. Obtain client confirmation where required, resolve blockers before submission, and produce a defensible Renewal Assurance Packet.
Know what is ready—and what needs attention.
Each answer carries its context: what was said last year, what supports it now, and what still needs review.
Renewal Assurance Packet
A broker-review-ready record of reviewed questionnaire answers, prior-year changes, evidence references, and applicable client attestation.
An answer is only useful if it is current, supportable, reviewed, and safe to submit.
Questionnaire answers, supporting evidence, prior-year responses, client confirmations, and remediation decisions often live across email, tickets, documents, and individual staff knowledge. The deadline arrives before the record is complete.
Bring the context together
VigilantAI gives MSPs a controlled renewal workspace for the SMB clients whose renewals they prepare.
Make gaps visible early
See missing evidence, unresolved changes, and required confirmations before an unsupported answer reaches submission.
From exact questions to a reviewed renewal record.
1. Bring in the renewal questions
Work from the exact carrier or broker questionnaire for your client’s renewal.
2. Compare proposed and prior-year answers
Keep prior-year context alongside the proposed answer and identify material changes that need review.
3. Identify required evidence and blockers
Define what authoritative material must demonstrate and see unsupported answers before submission.
4. Review evidence and obtain client confirmation when required
Make an explicit evidence review decision. Request client confirmation or authorized client attestation where the question requires it.
5. Generate the Renewal Assurance Packet
When the renewal’s requirements are satisfied, generate a broker-review-ready record of reviewed answers and their support.
Review the answer with the information that supports it.
Proposed answer and prior-year answer
Compare the current response with last year’s answer. Explicit material-change handling keeps changes visible and identifies those requiring review.
Evidence guidance and reviewed references
Specify what the evidence must demonstrate, retain references to authoritative sources, and review whether that material supports the answer. External exposure may be one supporting evidence or risk input.
Client confirmation and authorized attestation
Keep MSP review separate from client confirmation. Require an explicitly authorized client attestation where the question calls for it.
A defensible record for broker review.
Generate the packet after the renewal requirements are satisfied. Brokers can review the record and act as referral stakeholders; the packet does not replace their judgment or the insurer’s underwriting.
Broker-review-ready means ready for review—not insurer approval, guaranteed coverage, or certification of controls.
Less deadline-driven scramble. A clearer renewal record.
- ✓Reduce deadline-driven scramble
- ✓Make unsupported answers visible before submission
- ✓Preserve prior-year context
- ✓Separate MSP review from client confirmation
- ✓Create a defensible renewal record
Keep the evidence boundary clear
- Evidence references can remain in the client’s source system.
- Sensitive internal reference locations are not exposed in the external packet.
- Evidence needs an explicit review decision before it can satisfy assurance.
- Client confirmation is separated from MSP review.
- Material answer or question-context changes can require reconfirmation.
Prepare your next client renewal with a controlled review process.
Tell us about your MSP and an upcoming client renewal to discuss a VigilantAI pilot.