Renewal Check-inRenewal Check-in
Guides
Plain-language guides for independent agency account managers on commercial renewals, renewal questionnaires, client check-ins and keeping a dated record.
Insurance renewal review letter: an agency's annual review agenda
An insurance renewal review letter for commercial clients, and how an agency runs the annual review around it, with the questions to ask and what to prepare.
Commercial insurance renewal checklist for agency account managers
A commercial insurance renewal checklist for independent agency account managers, from 120 days out to the bound renewal, with what to check at each step.
Commercial insurance renewal questionnaire: what to ask and how
How an independent agency can write a commercial insurance renewal questionnaire clients actually finish, with the questions to ask and a ready template.
Insurance agency automation: what a small agency should automate first
Insurance agency automation for small independent agencies, covering which repeat tasks to automate first, what to keep human, and how to judge a tool.
Insurance renewal email templates for commercial clients
Four insurance renewal email templates for agency account managers, from the 90-day check-in to the last reminder, with timing and subject lines.
Know what changed at every commercial account before it renews
Ninety days out, Renewal Check-in sends each commercial client last year's exposures and asks what changed, reminds them until they answer, and keeps a dated record of every request.
$99/ month
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