There are significant opportunities to improve agency processes for marketing commercial lines accounts to carriers. This article outlines commonly found problems in these processes and then makes several practical recommendations to help agencies take total control of every piece of the renewal process except the time frame for receiving quotes and receiving the actual policy which are in the carrier’s control. These process improvements reduce staff stress and backlog, establish clear accountability, and free up the staff to perform as professional insurance consultants providing pro-active client service, rather than as paper pushers racing to meet last minute deadlines.

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