RENEWALS

[sistoall]

I would like to know how many agents out there are still doing this:

Calling Insureds upon renewal.

Sending Insureds a letter upon renewal.

Sending out a renewal questionnaire 60 days prior to renewals.

If you are not doing any of the above, what kind of yearly contact do you have with your insureds?

[crossins]

Big Commercial accounts - defititely - call for review meeting, do questionnaire, and follow up with a letter.
"Key" personal accounts -same
Accounts generating less than $500 commission revenue - NO- just mail questionnaire.

[massey1]

What type of renewal questionnaire are you sending the client? Is this a form that your agency developed? Do you customize the questionnaire depending upon the type of client, or does everyone get the same form?

[sistoall]

Questionnaire would certainly need to be tailored toward commercial or personal lines, and yes probably more tailored for each type of commercial account.