Prepared for you
Send a renewal your client actually reads, and see who read it.
Your quoting tool builds the numbers, we design the renewal site on your agency's domain, and your account team approves it.
Named links
Every viewer gets their own link, so you walk into the meeting knowing who read what.
- A named link for every viewer
- Forwarded copies show up too
- Time spent on every section
Contribution options
The CFO drags the contribution split instead of asking you for slide 15.
- Built on your quoting tool's numbers
- New rates wait for your approval
- Prints clean for the client's file
Each employee's share, per paycheck
$127
Designed in your agency's brand
We design the renewal, and nothing reaches the client until your account team approves it.
- Your template, designed once
- Comments right on the draft
- One approval puts it on the link
Your agency's name
Clients see your agency's domain, and every email comes from your name.
- Viewers verify their email with a code
- Totals only, never a row per person
renewals.northgate.co/fernhill
Alma's inbox, Wednesday morning
What practice leaders ask us first.
Something else? Email bob@unfairly.ai.
We have no time to learn software in Q4.
There's nothing to learn. Your account managers send the numbers their quoting tool built, review the draft on the page, and approve it. We design the site and keep the template current through 1/1.
We already have a quoting and presentation tool.
Keep it. It builds the renewal, and we turn its output into something the CFO opens, on your domain, with a report of who read which section. Nothing in your quoting workflow changes.
Renewals carry claims data. How do you handle it?
We work from totals, like enrolled lives or a claims trend, never a row per person, and identifying data is refused at intake. Viewers can verify their email with a one-time code, and nothing reaches a client before your team approves it.
Can clients still get a PDF?
Yes. Every version prints to a clean PDF for the client's file, and the link stays the live version.
What does it cost?
A fixed monthly fee based on how many templates you need and how many renewals you send, quoted after one call. Rebuilding one past renewal as a live site is free.
Send us last year's renewal deck, and get it back as a live client site in 48 hours.
It's free, and it's in your agency's brand from the first draft.