Insurance renewal marketing and SuperCo deal update

April 01, 2026 at 11:02 AM|93 min

Neutral

Bottom Line

The team is progressing with insurance renewal marketing and awaiting feedback on a high-level offer framework for SuperCo. Several administrative and operational items were reviewed and assigned for follow-up.

Key Takeaways

SuperCo Deal:: Waiting for feedback from SuperCo's deal team, who are on spring break, with no immediate action required.

Insurance Renewal:: Full-speed renewal marketing is underway, with underwriting Q&A being consolidated and focused on missing information.

Rental Agreements:: A new rental management system is being implemented, requiring a sample of the new contract for review.

Legal Event:: JD is scheduled to attend Lockton's Legal Day, with feedback requested for the next meeting.

Your Action Items

Provide feedback on Lockton's Legal Day event after JD attends. (due next month)

Other Action Items

Provide a sample of the new rental contract for the insurance/renewal process. — Speaker E

Double-check and confirm the correctness of an endorsement and share it with the team. — Speaker C (due later today)

Review the work comp information shared by Katie. — Speaker A

Follow up on two tiny amounts in the system (roughly $150) and provide an update. — Anthony

Decisions

To provide a sample of the new rental contract for review. — Speaker E

JD will attend Lockton's Legal Day event. — Speaker B

Topics

SuperCo Deal Insurance Renewal Work Comp Review Rental Agreements Legal Day Event System Onboarding Issues

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