Personal Lines Renewal & Retention Techniques
NJ Course Code: #0310734 – 3 Credits
PA Course Code: #109445 – 3 Credits
Advanced Personal Lines Course targeted to insurance professionals who want to increase their retention rate of clients and improve client relationships. The seminar reviews renewal and retention techniques, cross selling opportunities and managing the process as well as the account. The course provides customer renewal & retention procedures and ideas, underwriting considerations including claims information and coverage coordination issues.