A broking office runs on renewal dates. Each renewal needs information from the client, quotes from several markets and a recommendation, and when that work is tracked in personal inboxes, a renewal can arrive with nothing prepared. Use Tandem for coordinating the work; your broking system stays the record.
How insurance brokers set up Tandem App
- Create #renewals-november with a task per renewal, due a month before the renewal date, and set priority to high when information is still missing.
- Label tasks by line, such as Fleet, Property or Liability, so account handlers can filter the board.
- Keep the renewal questionnaire template and market contact notes in Docs.
- Use a workflow to post a reminder in #renewals on the first Monday of each month to review next month's list.
Clients and outside people
Commercial clients can join a channel for their renewal as Chat only guests to send information and answer questions, with an end date after the renewal is placed.
What it costs
Tandem App is free for up to 3 users. Paid plans are charged per user (owners, admins and members) from $1.99 a month, and guests are free: 5 for every paid user. Every feature is on every plan. See pricing.