Commercial Renewal Check List

Started by Jeff Zylstra, September 07, 2011, 11:17:31 AM

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Jeff Zylstra

September 07, 2011, 11:17:31 AM
Just curious if anyone has a checklist that their CSRs use on each renewal.  I don't want one that's 24 pages long, but rather one that's usable but relatively complete.  Thanks in advance.
"We hang the petty thieves, and appoint the great ones to public office"  -  Aesop

Jan Regnier

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September 07, 2011, 12:16:06 PM
Jeff - attached is the process we use - most of it is still used.   There may be some outdated language but the process still is used.  3 docs - one for renewal when changing Ins Co, one for Agency bill renewals and then just general renewal.  Is this the kind of info you were looking for? 
Jan Regnier
jan.regnier@meyersglaros.com
Meyers Glaros Group, Merrillville, IN 26 Users
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