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Effective Commercial-Lines Account Renewal Processes
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Effective Commercial-Lines Account Renewal Processes

Who’s controlling the commercial renewal processes at your brokerage, you or the underwriter? Acquire tips and techniques for performing effective commercial account renewal reviews. Members $95 / Non-Members $145

2017-06-07
When: Wednesday, June 7th, 2017
2:00 - 4:30 PM
Where: Canada
Presenter: Jo Anne Mitchell
Contact: Tara Keohan
1-800-318-0197


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Objectives

Policy renewal is not the time to coast; it’s the perfect opportunity to cement your client relationships by reviewing the risk and providing professional risk management advice. Find out how in this dynamic and interactive webinar.


2.0 CE credits for General licenses

Topics

  • Renewal expectations of the insured and the insurer
  • Criteria for successful renewals
  • Information required to renew a policy effectively
  • Remarketing of renewals including associated errors and omissions concerns
  • Who should be involved in the renewal process
  • When to perform the renewal review

Who should attend

Sales and service brokers


Price

Member $95
Non-Member $145

Jo Anne Mitchell, CIP (facilitator)

Jo Anne is the founder and owner of Effective Training & Communications Plus, which provides training and consulting services exclusively to the general insurance industry. Thousands of insurance professionals from across Canada have taken part in Jo Anne’s seminars and webinars, and benefited from her 25 years of experience as a broker, marketer, program developer, and trainer.


Sponsor


Wawanesa

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