Effective Commercial Lines Account Renewal Processes

2 General ICM CE Credits / 2 GICS CE Credits

Presenter

Jo Anne Mitchell, CIP is a Chartered Insurance Professional with over 25 years insurance industry experience in a career spanning both broker and company roles. A seasoned facilitator, she has provided seminars and webinars for over 10,000 insurance professionals across Canada. Jo Anne has contributed articles to The BC Broker Magazine and The Canadian Insurance Magazine.

Webinar Overview

If your Commercial renewal processes are created around the underwriter’s need to re-visit the eligibility and rating rather than around your clients’ needs for risk management advice, it’s time to shake things up.

Policy renewal should be viewed as the perfect opportunity to cement client relationships. Acquire tips and techniques for performing effective technical renewal reviews.

 

Program Objectives:

  • Discover the importance of performing effective commercial lines account renewal reviews
  • Learn what is expected at policy renewal
  • Learn what information must be gathered to effectively renew policies
  • Acquire tips and techniques for performing effective account renewal reviews
  • Improve your renewal retention

Event Details

Date April 4, 2019

Time 9:30 am – 11:45 am

Registration Fee $125.00 (GST Included)

Instructor
Jo Anne Mitchell, CIP

Event Type Seminars & Webinars


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