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v3.1
CommunityWorkflowsAnnual Insurance Renewal
Annual Insurance Renewal
Quote → broker brief → committee approval → bind → distribute COI. Built for NSW/VIC.
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About this workflow

Covers valuation refresh, broker brief, three-quote rule, committee approval pack, binding, COI distribution, premium funding option, and CoC update.

#insurance#renewal#broker#valuation
Preview
  1. 1Refresh valuation
  2. 2Broker brief
  3. 3Collect 3 quotes
  4. 4Committee pack
  5. 5Resolution
  6. 6Bind & pay
  7. 7COI to owners
  8. 8Update CoC
Discussion (3)
Daniel Cho · Metro Strata Group2 days ago
Installed across 8 buildings — saved ~6 hours per AFSS cycle. Recommend.
Hayley Brooks · Urban Living Mgmt1 week ago
Forked to add VIC variations. Will push back upstream once tested.
Anh Tran · Pacific Strata2 weeks ago
The owner notice block at T-14 is a game-changer.
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Resvu AI
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Resvu AI
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