- 01Add each policyThe line of coverage and its renewal date. Add the carrier if you like, so the calendar entry says which policy it is.
- 02Read the timelinePolicies are sorted by renewal date, with the day to start shopping each one and how many days are left.
- 03Add it to your calendar, or hand it to the walletDownload a calendar file with a reminder for each date, or bring the policies to the wallet so renewal autopilot shops them on time.
One timeline instead of a drawer of renewal notices
A business with four or five policies usually has four or five renewal dates spread across the year, each arriving as a notice a few weeks before it takes effect. Putting them on one timeline shows which one comes next and which ones are already inside the window to compare.
The shopping window
The useful window opens about sixty days before renewal: early enough for carriers to quote and for you to switch without a gap, late enough that your business details are current. The calendar marks that day for each policy.
Let the wallet keep the calendar
In the CoverMatch wallet the renewal dates come from your policies themselves, so there is nothing to type. Renewal autopilot asks whether anything changed, shops the policy, and lines the quotes up next to the renewal, with the decision always yours.