Insurance Journal Forums

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?

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.

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?

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