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What is your guys process on commercial renewals? Do you have a check sheet that you go over with each client that you can share?
How close to renewal are you calling. Do you sometimes not even call the insured and just mail it out??
I renew almost every account in person every year. (100% commercial)
I renew almost every account in person every year. (100% commercial)
Arnage pretty much hit the nail on the head. For us, check the policy to make sure all is well with endorsements and such. If no significant/hefty rate increase then just stick it in the mail with a form letter and be done with it. If it had a decent rate increase we will re-shop it around. Bigger clients (50,000 plus) often times get an in person visit with the renewal in hand to make sure everyone is happy and life is swell.
Arnage pretty much hit the nail on the head. For us, check the policy to make sure all is well with endorsements and such. If no significant/hefty rate increase then just stick it in the mail with a form letter and be done with it. If it had a decent rate increase we will re-shop it around. Bigger clients (50,000 plus) often times get an in person visit with the renewal in hand to make sure everyone is happy and life is swell.