Let's get your edits together to build the backbone of the renewal review process
Agency Standards & Call Information
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.
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.
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.
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.
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.
You will find the rest of this form follow the Personal and or Commercial lines forms.