Professional Services

Your approved renewal template. Your full client presentation history. Both in one place.

Deck types
Renewal option decksCoverage presentationsAnnual client reviews
Mode
Decision request + Recurring report
The challenge
Renewal deck rebuilt from scratch or from last year's copy — not the approved template
No easy way to find what was presented to this client at last year's renewal
Inconsistent presentation quality across the broker team
Time spent rebuilding slides that have already been built for similar clients
How Slide Barn supports this

What changes when insurance brokers teams use Slide Barn

1

Approved renewal template stored centrally

Build the renewal presentation structure once — coverage comparison, market benchmarks, recommendation — and store it in Slide Barn as the approved starting point. Every renewal begins from the current template, not from last year's file.

2

Full client presentation history, searchable

Every renewal deck ever presented to a client is in Slide Barn. Search by client name, coverage type, or topic to find what was presented last year, what was approved, and what changed. No reconstructing from memory.

3

Reuse slides built for similar clients

Coverage comparison slides, market benchmark analyses, and recommendation frameworks built for past clients are searchable and reusable. Find what already exists for a similar risk profile rather than starting from scratch every time.

Value delivered

What you walk away with

One approved template

Renewal structure stored centrally — every broker starts from the current approved version

Full client history

Past renewals searchable by client or keyword — find what was presented and what was agreed

Reuse from similar clients

Slides built for comparable risk profiles are findable and reusable — stop rebuilding what already exists

Also in Professional Services
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