---
title: "Build the pre-renewal notification sweep for a claims-made programme"
url: "https://ailawframework.com/practice/insurance-law/build-the-pre-renewal-notification-sweep-for-a-claims-made-programme"
type: "task"
site: "AI Law Framework"
id: "A22-T20261018-2"
practice_area: "Insurance Law"
tier: "green"
lawyer_review: "required"
last_reviewed: "2026-10-22"
---

# Build the pre-renewal notification sweep for a claims-made programme

> From the matter list, complaints register and incident reports, build a register of every known circumstance with the date the insured became aware of it, the policy and period it falls in, whether it has been…

Canonical page: https://ailawframework.com/practice/insurance-law/build-the-pre-renewal-notification-sweep-for-a-claims-made-programme  
Last reviewed: 2026-10-22

Site index for agents: https://ailawframework.com/llms.txt

## Key facts

| Fact | Value |
| --- | --- |
| Practice area | [Insurance Law](https://ailawframework.com/practice/insurance-law.md) |
| Human involvement | Green: AI drafts, lawyer checks |
| How AI is used | From the matter list, complaints register and incident reports, build a register of every known circumstance with the date the insured became aware of it, the policy and period it falls in, whether it has been notified, and the notification deadline set by the policy expiry. |
| What the lawyer must review | Confirm the register layout and the expiry dates once at setup against the policy schedules, then review the flagged items and decide which circumstances are to be notified before expiry. |
| Written for / versions | 1 jurisdiction versions below |

## Checking plan

**Lawyer review required**

The responsible lawyer reviews the work against the instructions, sources and intended use.

- What the AI does: From the matter list, complaints register and incident reports, build a register of every known circumstance with the date the insured became aware of it, the policy and period it falls in, whether it has been notified, and the notification deadline set by the policy expiry.
- What the lawyer does: Confirm the register layout and the expiry dates once at setup against the policy schedules, then review the flagged items and decide which circumstances are to be notified before expiry.
- Who reviews: Responsible lawyer with competence in the matter
- Basis: Practical workflow informed by the linked primary sources; the traffic light and working checks are editorial guidance, not a court classification.
- Why: The level reflects what the work is, the consequence of an error, and how much of the output the lawyer must independently re-derive.

## Checks the lawyer makes

1. Confirm the instructions, the jurisdiction and the complete relevant material before starting.
2. Check the policy period and expiry date in the register against each policy schedule at setup.
3. Confirm the source records searched cover every part of the business the policy insures.
4. Confirm every flagged circumstance has a decision recorded against it before the expiry date.
5. Check the output against the source documents named in it before it is relied on.

## Notes

- These are suggested working checks. Confirm the required checking with the responsible lawyer before work starts; the checking approach does not establish permission to use AI.

## Sources

- [Insurance Contracts Act 1984 (Cth) s 40 (claims-made liability policies)](http://classic.austlii.edu.au/au/legis/cth/consol_act/ica1984220/s40.html) (checked 2026-10-18)

## Jurisdiction versions

| Jurisdiction | Level |
| --- | --- |
| [United States](https://ailawframework.com/practice/insurance-law/build-the-pre-renewal-notification-sweep-for-a-claims-made-programme/united-states.md) | Green |

*Practice guidance for planning and review. Confirm current primary sources and the requirements of the actual matter. This is general information, not legal advice.*