Make room for the renewals that need attention.
Compare the renewal work you want to do with the hours your team has. Use your own book, review criteria, and preparation time to plan the next month.
Painful increases, carrier appetite changes, clients who asked.
Minutes per re-shop
A real re-shop is a multi-carrier requote, not a glance.
Your renewal math
Renewals worth re-shopping each month
38
Hours to shop them all
28
Hours you have
22
Estimated re-shopping capacity gap
9/mo (104/yr)
Based only on the workload and team capacity values you selected.
Plan for the work beyond your available hours.
Compare this gap with your actual renewal calendar. Decide which accounts need producer attention, then look at the preparation work your team can hand off.
Illustrative workload estimate, not a churn prediction or Relay performance claim. The book is spread evenly across 12 months; seasonal concentration can change the result.
Explore renewal preparation →Why this number matters
A capacity gap is worth seeing early
A renewal list can look manageable until you compare the work required with the hours available. Use this estimate to identify the months that need earlier preparation or a different division of work.
Discuss the result with the team. Check seasonal renewals, complex accounts, planned leave, and the service priorities the average month hides.
This estimate helps an operations leader separate the volume problem from the process problem before choosing a response. It does not assume every renewal should be re-shopped or that software will create a specific capacity gain.
FAQ
Common questions
What counts as a renewal worth re-shopping?+
Use your agency’s review criteria: material changes in the risk or renewal terms, carrier appetite, and requests from clients. The starting share is an example, not a recommendation to remarket a fixed percentage of your book.
Why 45 minutes per re-shop?+
Include the work you intend to cover: preparing the account, approaching selected markets, comparing terms, and reviewing the recommendation. Measure a representative sample and enter that time. Keep carrier waiting time separate from staff effort.
Does this estimate what Relay will save?+
No. It estimates manual renewal workload from the inputs you choose. It does not predict churn, automated capacity, or Relay performance. Workflow results require a separate carrier and process review.
My renewals bunch up in certain months. Does this account for that?+
No. This estimate spreads the book evenly across 12 months. Compare the result with your actual renewal calendar, because an average month can hide a busy season or planned leave.
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