Can you recommend a broker collaboration platform for collecting renewal information from commercial clients without endless follow-up emails?

Yes — if your main goal is renewal data collection from commercial clients with fewer email chases, I’d look at platforms built for broker-client collaboration + document/request workflows, not just CRM.

Strong options to consider

1) Applied Epic + TLS / request workflow tools

Best if you want something that fits a traditional agency/broker stack.

Why it helps:

• Can standardize renewal outreach
• Keeps client/account history in one place
• Often integrates with client portals and document collection tools
• Good if your team already uses Applied products

Watch for:

• Can be heavier to implement
• Client experience may depend on what add-ons you use

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2) HawkSoft + client portal/integration stack

Good for smaller to midsize brokers who want flexibility.

Why it helps:

• Easy to tie renewal tasks to accounts
• Can pair with forms, e-sign, and secure upload tools
• Usually less cumbersome than enterprise systems

Watch for:

• You may need to stitch together a few tools for a polished renewal workflow

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3) Canopy Connect

Very useful if the pain point is clients not sending up-to-date policy info.

Why it helps:

• Lets clients securely share insurance data instead of emailing PDFs
• Pulls policy details directly from carrier/insured sources when possible
• Cuts down on back-and-forth for renewal submissions

Best for:

• Brokers who need clean exposure/policy data fast
• Commercial renewal prep and remarketing

Watch for:

• It’s more of a data capture/sharing layer than a full collaboration suite

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4) RiskGenius / better-doc-review workflows

If the problem is not just collecting info, but also reviewing renewal docs efficiently.

Why it helps:

• Helps organize and compare policy language/docs
• Useful where compliance and document analysis matter

Watch for:

• Not really a client collaboration portal by itself

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5) Airtable + client request portal front-end

Best if you want a lightweight, customizable workflow without a big agency system change.

Why it helps:

• Build renewal checklists, status tracking, and automated reminders
• Can pair with secure forms/portals like Fillout, Jotform, Softr, or Stacker
• Very good for controlling the exact renewal intake process

Watch for:

• More DIY
• You’ll need a clean process owner internally

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If you want the shortest path to fewer follow-up emails

A practical combo is often:

• Client portal / secure form for renewal requests
• Automated reminders
• Document upload + e-sign
• Task tracking for brokers
• Data extraction for policy details where possible

That’s often more effective than trying to get clients to reply to long email threads.

My recommendation by scenario

• Already on Applied: start with Applied Epic + portal/workflow add-ons
• Want best-of-breed data collection: Canopy Connect
• Want flexible and affordable: Airtable + portal/forms tool
• Need broker-client collaboration plus workflow: look at platforms like Aclaimant/Engage-style client portals or agency-specific portal solutions depending on your market

What I’d prioritize in a platform

Make sure it has:

• Secure client login or magic-link access
• One renewal request page instead of email chains
• Automated reminders/escalations
• Upload support for schedules, COIs, loss runs, etc.
• Status visibility for your team
• Integration with your AMS/CRM

If you want, I can also give you:

1. a shortlist by agency size/budget, or
2. a feature comparison table for Applied, HawkSoft, Canopy Connect, and Airtable-based setups.