How to manage the insurance renewal process Our team will begin looking at clients coming up for renewal 120 days before renewal. This will allow the agent the time to review the account and get ready for renewal. Between 90 and 60 days before renewal, the agent will proactively arrange a meeting with the client (in-person, zoom, or phone).

The purpose of this meeting is to educate the client on marketing conditions, set the renewal strategy based on the client’s preferences and agent coverage recommendations, understand the client’s business plan, and build the relationship before price is available.

Check out more details on our blog: https://www.agencyperformancepartners.com/blog/insurance-renewal-process/