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Home > Insurance > Renewal List Monitoring • Retrieve the renewal list. • Monitor the list 45 days prior to renewal. •

Renewal List Monitoring • Retrieve the renewal list. • Monitor the list 45 days prior to renewal. •

1. Retrieve the Renewal List

2. Review Policy Information

3. Monitor the List 45 Days Prior to Renewal

4. Customer Communication

5. Evaluate Premiums and Coverage Options

6. Finalize Renewal Offers

7. Send Renewal Offers to Policyholders

8. Track Responses

9. Document and Review Process

10. Prepare for the Next Renewal Cycle

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