You can have an Insurance Renewal Process that empowers your team to be proactive and provides a great experience for the client, but it's likely that your agency's insurance renewal process probably sucks.

The key is aligning your technology to track everything and leading your team to see that by being proactive the team can save time and stress for everyone.

We provide how to manage this process and institute strong renewal processes: https://www.agencyperformancepartners.com/blog/insurance-renewal-process