Commercial renewal remarketing files from one regional agency

Summary

Every commercial account this agency took back to market at renewal from 2015 to 2026, assembled into one file per account per renewal: the remarketing email with each carrier, Applied Epic activity notes, the marketing summary and the renewal proposal sent to the client. Each file records which carriers were approached, who quoted or declined and why, and how the renewal ended. Premiums appear as rate change percentages only, and insureds, carriers and staff are coded consistently across years.

Collected to order. We collect it from US companies for your order. Scope, volume and timing are confirmed in writing before you sign.

Pricing on request

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At a glance

Planned scope. Volume, sources and timing are confirmed in writing before you sign.

Records: 25Krenewal remarketing files
Size: 4.1 GB
Tokens, estimated: 550M
Years: 2015 to 2026
Firms: 1

Owner profile: One US independent agency with a large commercial lines book, 300 to 500 staff
Industry: Insurance
Data type: Sales and CRM
Headcount: 300 to 500 staff
Region: United States
Languages: English
Formats: JSONL
Updated: 2026-09-29

Sources

System	Kind	Records
Microsoft 365 mail	Email	1.12M messages
Applied Epic	CRM	318K activity notes
Shared drives	Shared files	41K marketing summaries and proposals

Good for

training agents to plan renewal marketing and choose carriers by class and loss history
predicting renewal outcomes and carrier declinations from account context
evaluating generation of client-ready renewal proposals and coverage summaries
studying how underwriting appetite shifted through the 2019 to 2024 hard market

Fields

Field	Type	Description
file_id	string	One file per account per renewal
account_ref	string	Insured placeholder, stable across renewals
naics	string	Six-digit NAICS code of the insured
lines	array<string>	Commercial lines in the renewal
renewal_date	timestamp	Policy effective date of the renewal
expiring_carrier	string	Coded carrier on the expiring program
markets	array<string>	Each carrier approached with its response and stated reason
outcome	enum	renewed_incumbent, moved_carrier, lost_account or non_renewed
rate_change_pct	float	Rate change on the bound program against expiring
email_count	int	Messages in the remarketing thread
thread_ref	string	Link to the full de-identified thread and activity notes
proposal_text	string	Text of the renewal proposal sent to the client

Example record

{
  "file_id": "RM-2023-08817",
  "account_ref": "[ACCOUNT_118]",
  "naics": "423830",
  "lines": [
    "property",
    "GL",
    "auto",
    "umbrella"
  ],
  "renewal_date": "2023-07-01T04:00:00Z",
  "expiring_carrier": "[CARRIER_4]",
  "markets": [
    "[CARRIER_4] incumbent: quoted, rate up 18.5 percent, AOP deductible raised to 10,000 on CAT load",
    "[CARRIER_9]: declined, unsprinklered frame warehouse over 40,000 sq ft is outside appetite",
    "[CARRIER_13]: quoted, rate up 6.2 percent, needs MVRs on 3 new drivers before binding"
  ],
  "outcome": "moved_carrier",
  "rate_change_pct": 6.2,
  "email_count": 47,
  "thread_ref": "RM-2023-08817-T",
  "proposal_text": "We recommend moving the package to [CARRIER_13] effective 7/1. The building limit increases 12 percent to match the updated replacement cost valuation and the umbrella stays at 5M. Before binding we need the signed driver list and the updated statement of values for [SITE_2]."
}

One record, de-identified. Placeholders such as [PERSON_12] and [COMPANY_4] stay the same across the whole dataset, so threads still read correctly.

Licenses available

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One buyer. Nobody else can license it during the exclusive term, usually 2 years.
Non-exclusive
Licensed to more than one buyer.
First look
One buyer gets 2 to 4 weeks to make an offer before anyone else sees the dataset.

What ships with it

Datasheet: what it is, what it is good for, verified size, sources, years, format and limits.
Provenance file: the owner shown by code, staff notice and consent status, exclusions, mapped to the EU AI Act Article 53 training-data summary and California AB 2013.
Manifest with a hash for every file.
QC report and de-identification report.
Your own copy, with unique canary records.

How it is de-identified

Default exclusions removed, files flattened to text, identifiers found in three layers and replaced with consistent placeholders, and the result measured against a 99% bar for each identifier type in each source.

The full method