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High appetite policiesSaved view
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What are my upcoming renewals ranked by premium?
1 tool usedThinkingPolicies expiring in the next 90 days, still in force, with their renewal status
Record searchRecords found: 12Twelve policies renew in the next 90 days, $6.42M of written premium. Four of the top five are quoted or in review. Kestrel Logistics is behind.
PoliciesPremiumRenews inRenewal
Sable Ridge EnergyPOL-4417$2,110,00054dQuoted
Aldercrest UtilitiesPOL-3902$1,905,00066dIn review
Pinehurst HospitalityPOL-4108$724,30038dQuoted
Brightline TransitPOL-3771$538,40082dSubmission in
Kestrel LogisticsPOL-4055$412,00027dNot started
Kestrel Logistics expires Sep 03 with no renewal quote, and Beacon Brokerage has no terms yet.
Quote Kestrel's renewal and send it to their agent for review.
4 tools usedThinkingKestrel Logistics' expiring policy, its locations and coverages
Record searchRecords found: 5Rating premiumPremium rated: $438,600
Drafting quote packageQuote Package drafted: Version 1
Sending quoteQuote sent: Beacon Brokerage
ThinkingKestrel’s renewal rates at $438,600, up 6.5% on expiring. The quote is with Beacon Brokerage for review.
QUOTEKestrel Logistics$438,600
Kestrel Logistics · Renewal QuoteQuote Package · Version 1 · 3 pages · PDFSent
Building · 3 locations, $18,200,000$262,400Business Personal Property · $9,800,000$148,350Business Income · $2,000,000$27,000Expense constant$850Annual premium$438,600
OpenPDFSent to Beacon Brokerage for review
Good afternoon, Dana.
Ask anything…Ask anything…Ask anything…What are my upcoming renewals ranked by premium?Quote Kestrel's renewal and send it to their agent for review.Auto
ViewView settingsNew
SortFilterAppetiteis any ofIn appetite, Referral21 records
PolicyPremiumEffectiveAppetiteProducer senseWinnabilityAIEstimated lossAI
Kestrel LogisticsPOL-4055$412,000Sep 03, 2025In appetiteVery strongRunning modelHighRunning model$0
Pinehurst HospitalityPOL-4108$724,300Sep 14, 2025In appetiteNeutralRunning modelMediumRunning model$48K
Sable Ridge EnergyPOL-4417$2,110,000Sep 30, 2025ReferralWeakRunning modelLowRunning model$1.02M
Aldercrest UtilitiesPOL-3902$1,905,000Oct 12, 2025In appetiteNeutralRunning modelMediumRunning model$0
Brightline TransitPOL-3771$538,400Oct 28, 2025In appetiteStrongRunning modelHighRunning model$0
Cadence HealthPOL-3644$305,750Nov 01, 2025In appetiteVery strongRunning modelHighRunning model$12K
Fairhaven SchoolsPOL-3510$392,150Nov 15, 2025In appetiteVery strongRunning modelHighRunning model$0
Halstead MarinePOL-3388$96,200Nov 22, 2025In appetiteStrongRunning modelMediumRunning model$0
Winnow GrocersPOL-3271$214,800Dec 01, 2025In appetiteStrongRunning modelMediumRunning model$26K
Tallgrass AgriculturePOL-3140$268,900Dec 09, 2025ReferralWeakRunning modelLowRunning model$196K
Larkspur Dental GroupPOL-3022$163,400Dec 18, 2025In appetiteStrongRunning modelHighRunning model$0
Merrivale Cold StoragePOL-2871$341,700Jan 18, 2026In appetiteStrongRunning modelHighRunning model$0
Anchorline FreightPOL-2760$906,400Feb 02, 2026In appetiteNeutralRunning modelMediumRunning model$402K
Quillon ManufacturingPOL-2654$477,250Feb 20, 2026In appetiteVery strongRunning modelHighRunning model$0
Redhawk ContractorsPOL-2519$233,900Mar 06, 2026ReferralWeakRunning modelLowRunning model$0
Silverbrook Senior LivingPOL-2402$612,000Mar 22, 2026In appetiteStrongRunning modelMediumRunning model$64K
Northwind FoodsPOL-2984$188,500Jan 04, 2026ReferralWeakRunning modelLowRunning model$127K
Ridgeway ContractorsPOL-2867$447,600Jan 15, 2026In appetiteStrongRunning modelHighRunning model$0
Beacon Point HotelsPOL-2745$611,200Jan 27, 2026In appetiteNeutralRunning modelMediumRunning model$0
Ironvale ManufacturingPOL-2612$1,240,000Feb 08, 2026In appetiteNeutralRunning modelMediumRunning model$486K
Copperfield WineriesPOL-2503$129,400Feb 19, 2026In appetiteVery strongRunning modelHighRunning model$0
v workingEditorRunsSettings100%
WithinOver
Stage 01SUB
Submission receivedFrom the broker inbox · ACORD 125 + SOVRunning…Kestrel Logistics · Beacon Brokerage
Stage 02APT
Appetite checkedClass, state and limits against guidelinesRunning…In appetite · fit 86
Stage 03RATE
Rated on 2026.2Commercial auto rate bookRunning…42 power units · $48,200
Stage 04AUTH
Authority checkedTIV and premium inside your authorityRunning…Within authority
Stage 05QUOTE
Quoted to brokerQuote letter at the released rateRunning…Sent to Beacon · 30 days
Stage 05REFER
Referred for reviewTIV over binding authority
Submission pipelineLive
Email inbox9:42
Northwind FoodsCommercial Crime · Ardent RiskUpload documentsExtract dataEnrich from webRun clearance and appetiteReferral created
Persona portal11:05
Kestrel LogisticsCommercial Property · Beacon BrokerageAgent submission in progressSubmission createdEnrich from webRun clearance and appetiteAuto send result to agent
Renewal reviewZoom
RISKA · TAKING NOTESDana Whitfield · Beacon Brokerage28:14
Summary
Kestrel added a third warehouse at 1420 Harbor Rd and wants business income at $3.5M on the 1 July renewal.
Suggested actionsFrom this call
From this call- Create exposure endorsementAdd Location 3 · 1420 Harbor Rd · TIV $4.2MDrafted · END-00420:42Create
- Modify renewal quoteBusiness income $2M → $3.5M1:22Review
Reading the call against the policy…What are my upcoming renewals ranked by premium?
1 tool usedThinkingPolicies expiring in the next 90 days, still in force, with their renewal status
Record searchRecords found: 12Twelve policies renew in the next 90 days, $6.42M of written premium. Four of the top five are quoted or in review. Kestrel Logistics is behind.
PoliciesPremiumRenews inRenewal
Sable Ridge EnergyPOL-4417$2,110,00054dQuoted
Aldercrest UtilitiesPOL-3902$1,905,00066dIn review
Pinehurst HospitalityPOL-4108$724,30038dQuoted
Brightline TransitPOL-3771$538,40082dSubmission in
Kestrel LogisticsPOL-4055$412,00027dNot started
Kestrel Logistics expires Sep 03 with no renewal quote, and Beacon Brokerage has no terms yet.
Quote Kestrel's renewal and send it to their agent for review.
4 tools usedThinkingKestrel Logistics' expiring policy, its locations and coverages
Record searchRecords found: 5Rating premiumPremium rated: $438,600
Drafting quote packageQuote Package drafted: Version 1
Sending quoteQuote sent: Beacon Brokerage
ThinkingKestrel’s renewal rates at $438,600, up 6.5% on expiring. The quote is with Beacon Brokerage for review.
QUOTEKestrel Logistics$438,600
Kestrel Logistics · Renewal QuoteQuote Package · Version 1 · 3 pages · PDFSent
Building · 3 locations, $18,200,000$262,400Business Personal Property · $9,800,000$148,350Business Income · $2,000,000$27,000Expense constant$850Annual premium$438,600
OpenPDFSent to Beacon Brokerage for review
Good afternoon, Dana.
Ask anything…Ask anything…Ask anything…What are my upcoming renewals ranked by premium?Quote Kestrel's renewal and send it to their agent for review.Auto
Submission intakeWorkflow
v workingEditorRunsSettings100%
WithinOver
Stage 01SUB
Submission receivedFrom the broker inbox · ACORD 125 + SOVRunning…Kestrel Logistics · Beacon Brokerage
Stage 02APT
Appetite checkedClass, state and limits against guidelinesRunning…In appetite · fit 86
Stage 03RATE
Rated on 2026.2Commercial auto rate bookRunning…42 power units · $48,200
Stage 04AUTH
Authority checkedTIV and premium inside your authorityRunning…Within authority
Stage 05QUOTE
Quoted to brokerQuote letter at the released rateRunning…Sent to Beacon · 30 days
Stage 05REFER
Referred for reviewTIV over binding authority
Portfolio metricsLive
Coastal concentration17.4%19.8%
GA property · within 3 micap 22%
Technical rate ±4%82.4%76.9%
Sprinklered warehousesfloor 75%
Lowest bound premium$18,400$13,100
Boston high-rise · 18+ flfloor $14k
Cash-handling employee %25.9%29.4%
Crime · per insuredcap 30%
Young-driver share8.4%9.7%
Personal auto · under 25cap 12%
Bound today$214,450
Harbor Point Storage$46,200GA
Vela Distribution$61,900OH
Meridian Tower$13,100MA
Rowan Freight$88,400TX
Aspen Ridge HOA$4,850CO
Harbor Point Storage$46,200GA
Vela Distribution$61,900OH
Meridian Tower$13,100MA
Rowan Freight$88,400TX
Aspen Ridge HOA$4,850CO
TIV by state$2.41B
LowHighGA
Losses by cause$8.6M
Water34%
Wind & hail26%
Fire18%
Theft13%
Collision9%
Loss ratio · 12 mo54.8%
Property56.2%
Crime31.4%
Pers. auto63.0%
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