Renewal Proposal or Comparison to Sell Renewal?

Started by Sara Lieser, July 08, 2014, 04:59:19 PM

Previous topic - Next topic

0 Members and 1 Guest are viewing this topic.

Sara Lieser

What are other agencies using to present renewals to commercial insureds?  Do you compare limits, exposures and premiums year over year or just use a proposal and present the renewal?
Sara Lieser
Commercial CSR/Workflow
Mahowald Insurance Agency
Saint Cloud, MN
Epic 2014, 39 Users

Jan Regnier

Meeting with client: We use a spreadsheet premium comparison for current and renewal premium review and agents cover current coverages and any changes that have taken place with renewal (addition or deletion of coverages/forms) as well asking questions regarding any changes that may have occurred since last contact with agency.  They use a Commcl checklist that we created and update as needed.
Jan Regnier
jan.regnier@meyersglaros.com
Meyers Glaros Group, Merrillville, IN 26 Users
EPIC 2020, Office 365, Indio