Master the Renewal

Course Description

P&C insurance is the original subscription model business – eons before Netflix and Spotify set up automatic renewals, consumers enjoyed the convenience & flexibility that an annual insurance renewal offers. But what keeps a client with a service provider over the long run? Today, Brokers have more tools than ever to efficiently retain clients & add value through the renewal.
This session will introduce tactics and tools to create a frictionless renewal process for clients & brokerages.

Following this webinar, participants will be able to:
– Assess client behavior ‘types’ to personalize service through the renewal
– Combine tactics to increase client retention and satisfaction
– Outline renewal actions taken to protect brokerage E&O exposure
– Improve & reduce time spent on renewals without compromising service

Course Facilitator: Sam Jazayeri Speaking & Consulting o/b Sam Jazayeri-Moghaddas

** Please note: professional development and personal hours are equivalent, and can be used for future renewals.  Accreditation confirmed at the time of creation was provided as personal


Date Added: November 22, 2022
Location: Online
Accreditation Hours: 1 Professional Development Hour
Facilitated By: Sam Jazayeri Speaking & Consulting o/b Sam Jazayeri-Moghaddas
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