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Playbooks · Money

Renewal price check

Before a contract renews, the agent compares the new price with the old one and with what else is on offer.

Paste this into your agent

When a renewal notice for insurance, broadband, energy or a similar contract arrives, compare the new price with what I paid last year. Research three comparable offers from other providers and set out the price, the main terms and any exit fees in one table. Draft a short message I could send my current provider asking for a better rate. Do not switch, sign, cancel or share my details with any provider.

What the agent does

  1. Read the renewal notice and last year's price

  2. Research three comparable offers

  3. Build a table of prices, terms and exit fees

  4. Draft a message to your current provider

Rules to add

  • No switching, signing or cancelling without you
  • No quote requests that hand over your personal details
  • The draft message waits for your approval

What you end up with: A clear comparison and a ready message, in time to decide before the renewal date.