IBAO Webinar: Master the Renewal

P&C insurance is the original subscription model business – eons before Netflix and Spotify set up automatic renewals, consumers enjoyed the convenience & flexibility that an annual insurance renewal offers. But what keeps a client with a service provider over the long run? Today, Brokers have more tools than ever to efficiently retain clients & add value through the renewal.

Objectives:

Following this webinar, participants will be able to:

• Assess client behavior ‘types’ to personalize service through the renewal
• Combine tactics to increase client retention and satisfaction
• Outline renewal actions taken to protect brokerage E&O exposure
• Improve & reduce time spent on renewals without compromising service

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