For some people getting started on making renewal calls can be perplexing! What do we say? What do we ask? Will anyone pick up? For this reason, we will walk you through the steps we take on a renewal review call.
Also just for you we are giving away our Personal Lines Renewal Review Call Form that you can use and customize just for you:
Here are the steps we take in a renewal review call:
- Call Preparation
- Voicemail Script and Documentation
- Intro & Contact Information
- Updates
- Coverage Review
- Rate Discussion
- Discount Check
- Conclusion & Documentation
- BONUS – If you need to remarket
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9 steps to take the sting out of renewal review calls:
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Grab our Personal Lines Renewal Call Checklist
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Get 50% off our UPGRADED retention course until April 30th to help guide your team through a proven process.
MORE RESOURCES FOR YOUR TEAM TO MAXIMIZE:
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