Insurance · Client Service
Renewal workflow guide
An internal guide setting out the step-by-step process client service staff follow to renew an existing insurance policy.
What it usually contains
- Timeline of renewal tasks counting back from the expiry date
- Who does what between service staff, producers and underwriters
- Steps for gathering updated exposure and claims information
- Remarketing and quote comparison procedures
- Client notification, delivery and binding checklists
What the assistant uses it for
Answering how far ahead a renewal should be started, which documents and client details must be collected, and who is responsible for each step through to issuing the renewed policy.
How it is versioned
A document of this type has exactly one current version at a time. Upload a revision and it becomes the version that counts — the one before it is kept and dated, but is no longer what your assistant answers from. Nothing is ever deleted, so you can always show what this document said on a given date.
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