Webinar: Bolster Your Commercial Renewal Reviews

It’s renewal time - the perfect opportunity to cement your client relationships. If your commercial renewal processes are created around the underwriter’s requirements instead of around your clients’ need for risk management advice, it’s time to shake things up!

COURSE OBJECTIVES:

Following this interactive webinar participants will be able to:

• Define the stakeholders in the renewal process
• Understand the expectations of all stakeholders
• Describe the criteria for successful renewals
• Evaluate the information required to effectively renew each commercial policy
• Discuss re-marketing of renewals and the associated errors and omissions concerns
• Identify the optimal time to perform the renewal review
• Demonstrate the use of a workback schedule to improve renewal processes

Recommended for Commercial Lines Sales and Service Brokers and Marketers however, ALL members are welcome to join!

FACILITATOR:

Jo Anne Mitchell is the owner of Effective Training & Communications Plus. She is a member of The Chartered Insurance Professionals Society with over 30 years insurance industry experience. Jo Anne began her insurance career as a broker. She has held positions with two national insurers with responsibility for numerous projects including developing and implementing front-line underwriting skills training programs for brokers and company underwriting staff. A seasoned seminar leader, Jo Anne has provided classroom seminars and webinars for over 20,000 insurance professionals across Canada. She has spoken at insurance conventions and contributes articles to the BC Broker Magazine. Jo Anne recently co-authored the re-write of the basic broker licensing course text “Becoming an Insurance Broker” for The Insurance Broker Association of Ontario.