Hi everyone!
I’m on my first full year of being a Commercial Lines account manager. One thing I wish I could have an organized system figured out for would be my renewals. Getting apps out to clients, back from them, getting the quotes, proposals, etc. Does anyone have a system that works for them?
I’m on my first full year of being a Commercial Lines account manager. One thing I wish I could have an organized system figured out for would be my renewals. Getting apps out to clients, back from them, getting the quotes, proposals, etc. Does anyone have a system that works for them?
