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Strategy Meeting

Marketing Meeting

Qualifications

Accounts over $20,000 inincome

120 Days prior to Expiration

Accounts over $100,000 inpremium

60 Days prior to Expiration

Purpose

To review the account for:

  • Review of Operations
  • Adequacy of coverage & limits
  • Proper classifications
  • Missing coverages
  • Loss Experience
  • Payment History

to determine the marketing strategy for the Renewal:

  • Determine Markets
  • Set Deadlines
  • Assign responsibility
Attendees

Account Executive

Producer

Marketing Dept.

Claims Rep

 

Requirements

  1. Summary of Insurance
  2. Currently valued loss runs and loss summaries (prepared by PATRA)
  3. Renewal Specification Checklist (2nd page)
  4. List of declining carriers/carrier results from the prior year’s marketing efforts (located on the “Marketing Result Sheet” from the prior renewal proposal
  5. Any outstanding recommendations and hot coverage issues or items
  6. Listing of endorsements for each policy.
  7. Balance on Account