AppX Retention Commercial Lines Call Sheet Edit Process

Let's get your edits together to build the backbone of the renewal review process

Agency Standards & Call Information

Link to Sample Commercial Lines Call Sheet

Form to provide Commercial Lines Call Sheet Edits

HubSpot Video

In this area of the call sheet we want to identify the agency's minimum standards. This is the baseline of coverage that the agency would recommend. Based on the standards the call sheet will direct the agent what to tackle next. 

Note: Rate changes are per policy in the event the video is confusing. 

Contact Information

HubSpot Video

In this section we review what information is necessary to contact clients and clean up your data. You can also add in anything you want your clients to engage in, the agent can check to see if the client has engaged to date. 

Policy Premiums

 

HubSpot Video

This the area we bring the agent's attention to the rate change and payment types that may be impacting the retention rate. Once a field turns red we want the agent to conduct more research and check off any reasons below. 

FEIN

HubSpot Video

This section is a bit of a miscellaneous section. You can add any industry specific questions keep it as is. In the form its an open comment box. Please do your best to be as specific as possible in your requests.

Policies

HubSpot Video

In this section you can customize the policies listed on the top row. You can also add more rows if you want to add in additional questions. 

Make the Call

HubSpot Video

You may see here that the video doesn't match the call sheet exactly we made a few modifications to add in a voicemail script. The call sheet reflects the most up to date information. 

In this section we want to try to avoid changing the scripts up too much. Remember people read scripts like scripts. We need them to embrace getting comfortable with some new call structure and that will take a few tries. 

Contact Information & Call Review

HubSpot Video

This is a great section to add in any niche information. We recommend adding or subtracting questions here rather than modifying the actual questions. 

Confirmation of Next Steps

HubSpot Video

We don't want to change too much here but if you have any feedback please leave it in the form.

 

 

Documentation

HubSpot Video

That's a wrap! Now go complete the form!