A renewal worked two weeks out is an administrative task. Worked ninety days out it is a chance to review cover and win more business. This starts the clock early.
What's Included
- A renewal sequence beginning ninety days out, not thirty.
- Stages you can see from review through to bound.
- Nothing untouched because the list shows what has not moved.
- An assistant that prepares the review before you call.
How To Use
- Start at ninety days. Thirty is administration, ninety is advice.
- Track stages, not just dates. A date alone hides where it is stuck.
- Remarket the ones worth remarketing rather than all of them.
- Confirm cover is bound before the old policy expires, in writing.
Draw from the policy register, and record the outcome in retention tracking.