Service (7)

Workflows for supporting existing clients and maintaining strong relationships — including renewals, non-renewals, claims handling, retention strategies, cross-sell opportunities, and policy reviews.

Endorsement Management

Created by Richard Rosenthal, Modified on Wed, 27 Aug at 7:20 AM by Richard Rosenthal
Renewal Management

Created by Richard Rosenthal, Modified on Wed, 27 Aug at 11:14 AM by Richard Rosenthal
Retention Management

Created by Richard Rosenthal, Modified on Wed, 27 Aug at 7:21 AM by Richard Rosenthal
Policy Review/Rewrite Coordination

Created by Richard Rosenthal, Modified on Wed, 27 Aug at 7:21 AM by Richard Rosenthal
Non-Renewal Coordination

Created by Richard Rosenthal, Modified on Wed, 27 Aug at 7:21 AM by Richard Rosenthal
First Notice of Loss - FNOL Logging

Created by Richard Rosenthal, Modified on Wed, 27 Aug at 7:22 AM by Richard Rosenthal
Cross-Sell Management

Created by Richard Rosenthal, Modified on Wed, 27 Aug at 7:22 AM by Richard Rosenthal