Renew a commercial client's insurance

Facts checked, market approached and the client's choice recorded before cover ends.

1. Start the renewal 90 days before. Most people forget this: Late renewals leave no time to go to market
2. Send the client their facts to check
3. Update the demands and needs
4. Approach insurers
5. Compare quotes and cover
6. Send the renewal report
7. Get the client's instruction in writing (Client signs off)
8. Bind cover and send documents

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