Playbooks · 4 min read
Filtering new firms down to the risks you actually write
A feed of every new company is noise. A feed filtered to your panel’s appetite is a renewal book being born in real time.
01
Appetite as trade codes
Your panel’s appetite maps to SIC codes: the trades, the sectors, the exclusions. Set them once and the feed pre-qualifies itself.
02
Region is underwriting too
Postcode filters are not just travel time - flood zones, urban theft rates and regional schemes all live in the postcode.
03
First quote advantage
A firm quoted in its first month has no renewal date to wait for. You are not displacing a broker, you are becoming the incumbent.
Try it this morning
List your five best-performing trades and set the codes as a recurring search.
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