Optimize your Policy Renewals with a Virtual Team
Our skilled team of Virtual Employees have the know-how to determine your premium renewals, renewal tracking, reminders, and requests. We focus on bringing attention to your clients that make your agency the most money, by pinpointing customers who could be a revenue opportunity.
Our Policy Renewal Services include:
Premium Renewal Calculation:
Our virtual employee team extract loss run reports to precisely calculate your premium renewals. By identifying your customers with potential revenue opportunities, we help you implement effective sales strategies, concentrating on clients that can significantly boost revenue.
Renewal Tracking:
We proactively track clients’ renewal dates, ensuring that your agents are well-prepared to draft comprehensive renewal proposals in a timely manner.
Renewal Reminder Outreach:
After a thorough review of your clients’ accounts, we initiate the process of sending out renewal reminders. This proactive approach contributes to the execution of accurate insurance renewal exposure summary reports.
Renewal Request Coordination:
Our specialized team engages with carriers to communicate and facilitate the acceptance of renewal requests. This ensures a swift and efficient renewal process for your clients.
Why Outsource Renewal Processing Services to Virtual Intelligence?
Entrusting your insurance agency’s renewal processing services to Virtual Intelligence offers various benefits. Firstly, it allows for streamlined workflows, ensuring efficiency and accuracy in the renewal process. By leveraging advanced tools and expertise, we help identify potential revenue opportunities, helping you implement targeted sales strategies.
This, in turn, enables you to focus on clients with the highest value, maximizing your agency’s overall success. Moreover, outsourcing renewal processing services frees up your time and resources, allowing you to concentrate on core aspects of your business while ensuring a seamless and effective renewal experience for your clients.
Book a Consultation
Free up your time to focus on your core business while our virtual employees take care of the rest.