90-Day Insurance Renewal Preparation

Prepare for your insurance renewal before the deadline approaches.

CoRun’s 90-Day Insurance Renewal Preparation helps your team organize records, identify missing information, and prepare a fleet-approved package before your policy renews.

Less last-minute paperwork. Clearer records. Better-prepared conversations with your agent.

Request a demo

Confirm your policy renewal date during onboarding so your preparation timeline reflects your policy.

THE 90/60/30-DAY PROCESS

Your renewal deserves more than a last-minute scramble.

CoRun brings records, people, and follow-up together starting 90 days before your insurance policy renews. Track missing information, assign owners, and prepare a fleet-approved package for your agent.

  1. 90 days before renewal

    Start preparation.

    Confirm the policy date, open the checklist, review available records, and assign owners for missing information.

  2. 60 days before renewal

    Resolve gaps.

    Follow up on documents, reconcile truck and driver information, and track outstanding actions.

  3. 30 days before renewal

    Prepare the package.

    Assemble current records and supporting summaries, then send the package to the fleet for review and approval before sharing.

  4. Through renewal

    Track requests and updates.

    Record follow-up requests and material changes. Update the next policy term after the fleet confirms it.

RECORDS, OWNERS, AND FLEET APPROVAL

Preparation status

Days to renewal, checklist completion, missing items, owners, reporting period, and fleet-approval status in one view.

Renewal preparation status for a demo fleet: 72 days to renewal, 14 of 22 checklist items complete, three missing items each with an owner and due date, a 12-month reporting period, fleet approval not started, the 90/60/30-day plan, and a data-gap note for an unconnected safety-event source.
Synthetic example. All fleet details, items, owners, and figures are invented.
PACKAGE CONTENTS AND BOUNDARIES

What a renewal package can include.

Your renewal package brings together available vehicle and exposure information, relevant safety and incident summaries, coaching and corrective actions, document status, and unresolved requests. Each package identifies its reporting period, source coverage, latest refresh, and material data gaps.

Coming soon: CoRun Cargo Controls Summaries will add cargo-monitoring coverage, response procedures, incident follow-up, and corrective actions to renewal preparation.

This supplements the agent’s submission process; it is not an official insurer loss-run report, security certification, or insurer acceptance.

Disclosure

CoRun membership is not insurance coverage. Renewal preparation does not guarantee a quote, coverage, acceptance, or lower premiums. Your insurance agent handles insurance advice and placement.

Fleet approval and agent collaboration

Fleet approval

Your fleet reviews and approves its renewal package before sharing. A completed checklist is not proof of a bound renewal.

Agent collaboration

Your insurance agent handles insurance advice and placement. Referral relationships do not grant access to private fleet or employee records.

For Insurance Agents
FAQ

Renewal preparation questions

When does renewal preparation begin?

Preparation starts 90 days before your recorded policy renewal date once setup is complete. If you join within that window, preparation starts after we confirm your policy date and setup. Available records and the time remaining determine what can be assembled before renewal.

Does CoRun renew my insurance or guarantee a lower premium?

No. CoRun helps organize information for your renewal process. Your insurance agent handles insurance advice and placement. Membership does not guarantee a quote, coverage, acceptance, or lower premiums.

What can my insurance agent see?

Only the clients and information they are authorized to access. Your fleet reviews and approves its renewal package before sharing. Referral relationships do not grant access to private fleet or employee records.

90-DAY INSURANCE RENEWAL PREPARATION

Less last-minute paperwork. Clearer records. Better-prepared conversations with your agent.

Request a demo

Confirm your policy renewal date during onboarding so your preparation timeline reflects your policy.