Voclo123

New Member
1
Greetings!

I'm looking for resources/advice on small group renewals. I'm part of a small brokerage that is experiencing nice growth, and we are looking to put some P&Ps in place, preparing to be slammed Q4, while still remaining mostly sane. :)

We have been working off a very basic renewal checklist, but as we grow and the marketplace gets more and more complex, I've tasked myself with developing something more comprehensive, with timelines, etc. If anyone has a checklist/timeline that is tried and true, and you are willing to share, your help would be most welcome! Of course, please feel free to remove branding or identifying info - I'm just looking for a framework that I can build from.

Thanks a bunch!
V
 
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