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Renewal Assistance

Original price was: $1,800.00.Current price is: $1,500.00.

CLIENT SUPPORT · QUICK ANSWERS

Frequently Asked Questions

FAQ 05

The process begins by understanding the task, required documentation, workflow expectations, and the procedures your agency would like our team to follow.

The service workflow can be structured around your existing procedures, documentation requirements, internal instructions, and preferred way of completing each task.

Requirements depend on the service. Relevant policy, billing, client, carrier, application, or supporting documentation may be needed so the requested task can be processed correctly.

A defined workflow helps keep task requirements, documentation, processing steps, and completion standards consistent with the procedures established for your agency.

The working arrangement can be adjusted around different operational needs and processing volumes as your agency's workload changes.

Renewal Assistance

Renewal Assistance

Average Time
15–30 minutes
Required Materials
Carrier Renewal Questionnaires, Expiration Reports, Loss Runs.
Description

Healthy client retention relies heavily on proactive, organized, and timely renewal strategies. The DaDa Team takes a forward-looking approach by actively managing the agency's retention cycle. We initiate the crucial renewal process 90 to 120 days well in advance of the actual policy expiration date. This structured operational strategy guarantees a smooth transition period, prevents rushed underwriting, and ensures continuous, uninterrupted coverage for the agency's valued clients.

Renewal Assistance

01
STEP 01
Receive an automated expiration alert generated by the system, or a direct kick-off request from the account agent.
02
STEP 02
Promptly generate and distribute customized renewal questionnaires to the insured, aiming to capture vital updated exposure data (such as substantial payroll changes, the acquisition of new vehicles, or significant revenue shifts).
03
STEP 03
Meticulously prepare all necessary internal supporting documents, order updated loss runs, and ensure all required ACORD forms reflect the most current information available.
04
STEP 04
Package and send the comprehensively compiled renewal packet back to the agent, providing them with everything they need to finalize their marketing strategy or execute a direct carrier submission.
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