A placement can involve client information, expiring terms, insurer appetite, exposure schedules, and a long chain of correspondence. Strawberry can organise the selected evidence into a source-linked submission or renewal review, while leaving coverage advice and market communication with the licensed broker.
01
A placement review should surface what the market still needs to know.
Expiring terms, exposure schedules, insurer appetite, and client instructions often evolve in separate documents and threads. Strawberry can prepare a placement file review that identifies the confirmed submission facts and the underwriting questions that still need an answer.
02
Coverage context needs to stay attached to the exposure it concerns.
A renewal change cannot be evaluated from an insurer email alone.
Bring the previous terms, client instructions, risk information, and correspondence into the same review so the broker can identify what differs without giving ungrounded advice.
03
Market preparation should make the outstanding item obvious.
Before a submission goes out, the broker needs to know which detail is missing, who can provide it, and which insurer question it affects. Strawberry can prepare that source-linked chase list without contacting a market or representing the client.
04
A renewal check can repeat without binding anything.
Save the agreed renewal-preparation sequence as a broker workflow skill after the team verifies its inputs. A routine can build the evidence pack on schedule, while advice, submissions, binding, and client communication remain licensed human work.