At Renewal Time, Opportunity Knocks
By Jo Anne Mitchell CIP
Effective Training & Communications Plus
Jo Anne Mitchell, principal of Effective Training & Communications Plus, is an insurance trainer based in Oliver, B.C.
1 Technical Credit for Level 1, 2, and 3 General Insurance Agents and Salespersons.
To qualify for CE credit…
– Read the entire article carefully, including all its sections and content labelled ‘Mandatory’.
– Select the ‘Mark Complete’ button at the end of each section to track your progress.
– Successfully challenge the quiz to demonstrate your learning.
– Select the ‘Completion Certificate’ link to save and download your personalized completion certificate.
Please Note: CE credits from this HyperArticleTM can only be used once towards your CE requirements every three licence periods. For further information on CE regulations, please refer to the Insurance Council of BC’s website.
Overview
Consistent, proactive renewal practices are essential to long-term insurance brokerage success. This HyperArticle™ explains the importance of renewal business for commercial lines brokers. It outlines the broker’s duties to reassess risks, provide timely advice, and document client contact to prevent errors and omissions. Through a case-study example and a practical tool, you’ll learn how to manage renewals effectively, meet legal and professional obligations, overcome obstacles, and retain clients.
When you’re ready, please go to the first content section…
