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Bolster Your Commercial Renewal Processes - Webinar
Insurance Institute of Saskatchewan
Webinar, SK
[Map]
Date and Time: June 01, 2022
Renewal time is the
perfect opportunity to cement your client relationships. If your commercial
renewal processes are created around the underwriter’s requirements instead of
around your clients’ need for risk management advice, it’s time to shake things
up!
Following this interactive webinar
participants will be able to:
- Define the stakeholders in the
renewal process
- Understand the expectations of
all stakeholders
- Describe the criteria for
successful renewals
- Evaluate the information required
to effectively renew each commercial policy
- Discuss re-marketing of renewals
and the associated errors and omissions concerns
- Identify the optimal time to
perform the renewal review
- Demonstrate the use of a workback
schedule to improve renewal processes
WHO SHOULD
ATTEND?
-
Commercial-lines Sales
& Service Insurance Agents
- Commercial-lines
Brokers
- In-house commercial marketers
PRESENTED
BY:
Jo Anne Mitchell, CIP
Effective Training & Communications
Plus
Jo Anne Mitchell is the owner of Effective
Training & Communications Plus. She is a member of The Chartered Insurance
Professionals Society with over 30 years of insurance industry
experience.
Jo Anne has held positions in Underwriting and
Marketing with two major insurers with responsibility for numerous projects
including developing and implementing front-line underwriting skills training
programs for brokers and company underwriting staff.
A seasoned seminar leader, Jo Anne has provided
classroom seminars and webinars for over 10,000 insurance professionals across
Canada. She has spoken at insurance conventions in Ontario and Alberta and
contributes articles to the BC and Alberta Broker Magazines. Jo Anne recently
co-authored the re-write of the basic broker licensing course text "Becoming an
Insurance Broker" for The Insurance Broker Association of
Ontario.
Date: Wednesday, June 1,
2022
Time: 10:00 a.m. - 12:15 p.m. MST
CONTINUING EDUCATION (CE)
CREDITS:
2 CE Credits available for the following
provinces
British Columbia
Manitoba (# 38620)
Saskatchewan
Please be aware that
tardy log-in or early log-out to/from the webinar will preclude
IISK from issuing a CE certificate for this education
session.
GROUP
RATE:
10% reduction on each registration fee
for groups of 6 or more, based on membership status. If you want to register a
group, please contact the Insurance Institute of
Saskatchewan at iismail@insuranceinstitute.ca
WEBINAR
LOG-IN:
Please ensure the email address in your profile is current.
Login details will be emailed prior to the webinar.
IMPORTANT
NOTE:
Webinar registrations are per person. When registering, you
confirm that only the person(s) named in the order will
participate.
CANCELLATION
POLICY:
Participant substitutions accepted up to 24 hours prior
to webinar. IINS reserves the right to cancel the webinar due to unforeseen
circumstances.
BEST PRACTICES FOR VIRTUAL
SESSIONS
Please be advised that your image and voice may be captured
and recorded during this virtual session for review purposes. Your participation
in this virtual session is considered consent to be recorded as required by law.
It is highly recommended that you follow our
suggested best practices when participating in any virtual session. We have taken every
precaution to keep you and your information safe. Here is what we
are doing to protect all of our
stakeholders.
QUESTIONS?
Insurance
Institute of Saskatchewan
E: iismail@insuranceinstitute.ca
PRICES BELOW ARE BEFORE
TAX.