Free tool

prep a renewal in minutes, not an afternoon

give this free skill the account, the lines, and the renewal date and it builds the document checklist, drafts the request emails, and lays out a coverage summary. the gathering, handled. a licensed person still reviews and sends.

drop your email and it's yours, paste it in and go.

we'll email you the skill plus the occasional useful thing. unsubscribe anytime.

want to see the number first? the cert cost calculator shows what your certs quietly cost in a year. and the insurance guide covers the bigger picture for an agency without a tech lead.

have a question before you start?

what does this skill actually do?
you give it an account name, the lines of business, and the renewal date. it builds a document-request checklist by line, drafts the emails to the client and the carrier, and lays out a coverage and expiration summary you can hand to a reviewer. it does the gathering and organizing so a licensed person can move straight to reviewing.
will it bind or issue anything?
no, never. the skill drafts and organizes only. it never binds, never issues, never says coverage is in place, and it flags anything that needs a real look before sending. a licensed person reviews and sends everything. that boundary is built into the skill on purpose.
which assistants does it work with?
any of the popular ones: chatgpt, claude, gemini, or copilot. it uses no model-specific features, so it behaves the same everywhere. open a new chat, paste the block, then give it the account details.
is it really free?
yes. drop your email and the skill is yours to keep and use as much as you want. no trial, no card. if you later want this prep pack building itself from your AMS every cycle, that's the kind of thing we set up, but the skill itself costs nothing.