For brokers and agencies
Can your team absorb every renewal on the calendar?
Renewal pressure rarely announces itself. It shows up as slipped follow-ups, late submissions and work that quietly moves to whoever has capacity that week.
Book My Broker Capacity Review™45-minute strategic assessment for brokers who want a focused review of renewal volume, workflow, ownership, and team capacity.
Path A
Planning Ahead?
Use the Broker Renewal Capacity Check and Capacity Review™ to evaluate upcoming renewal volume, ownership, workflow, and team capacity before workload becomes urgent.
Start the Broker Capacity CheckPath B
Already at Capacity?
If renewal volume, staffing changes, open enrollment, leave coverage, or a temporary workload gap is already creating pressure, you do not need to complete the paid diagnostic first.
Request Renewal SupportFive areas of renewal capacity
Volume
How many renewals fall inside the same 30-, 60- or 90-day period?
Workflow
Are renewal tasks, deadlines and handoffs clearly documented?
Ownership
Does every renewal have a defined owner for each stage?
Client Delivery
Can the team maintain proactive communication and accurate follow-through?
Team Capacity
Does the agency have enough time and support to complete the work?
Know where your renewal operations stand
Capacity Available
Your team appears positioned to manage the upcoming workload.
Capacity Tight
Workable today, with areas that may strain as volume increases.
Capacity Gap
Volume, workflow or capacity may create operational pressure.
You may not need another full-time account manager
Most agencies don't have a headcount problem year-round — they have a concentration problem for a few months. The right question is where the pressure actually sits, and what kind of support fits it.
Need a clear assessment and action plan?
45-Minute Broker Renewal Capacity Review™ | $397
A focused assessment of your upcoming renewal volume, current team capacity, workflow and operational pressure points.
We'll assess
- Renewal volume and concentration
- Current team roles and workload
- Process ownership and handoffs
- Workflow pressure points
- Likely timeline or service risks
- Client-delivery capacity
- Opportunities for temporary or ongoing operational support
You'll receive a Broker Capacity Action Plan™
It identifies:
- Primary capacity risks
- Immediate operational priorities
- Workflow or ownership gaps
- Recommended next steps
- Where temporary or Done-for-You operational support may make sense
When implementation support makes sense
These are possible implementation options after the diagnostic. They are not included in the $397 Review.
Coverage Relief™
Temporary account support that keeps service levels steady through peak weeks.
Enrollment Relief™
Hands-on enrollment and implementation support when volume spikes.
Audit Relief™
Census, eligibility and documentation cleanup when the paperwork becomes the bottleneck.
Renewal Relief™
Ongoing renewal operations support across your book.