Taking on a book is where clients quietly disappear. This tracks every client, their renewal date, and whether they have been contacted, so nothing lapses in the handover.
What's Included
- Every client accounted for with their renewal date captured first.
- Contact tracked per client so nobody is missed.
- Early renewals prioritised because they are the ones at risk.
- An assistant that flags gaps in what was transferred.
How To Use
- Capture renewal dates before anything else. They set the whole order of work.
- Contact the earliest renewals first, not the largest clients.
- Record every introduction. An uncontacted client is a lost client.
- Verify the data you were given rather than trusting it.
Load it into the policy register, and hand over to the renewal engine.