Bolster Your Commercial Renewal Processes - Webinar (ADT)
Insurance Institute of PEI
Date and Time: June 01, 2022 1:00 - 3:15 p.m. ADT
WEBINAR | FOUNDATION | TECHNICAL
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
- Understand the expectations of
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
- Demonstrate the use of a workback schedule to improve
WHO SHOULD ATTEND?
- Commercial-lines Sales & Service
- In-house commercial marketers
Jo Anne Mitchell, CIP
Effective Training &
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.
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.
Time: 1:00 - 3:15
CONTINUING EDUCATION (CE)
2 CE Credits available for the following
Manitoba (# 38620)
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 Jessica Hutchings at firstname.lastname@example.org
ensure the email address in your profile is current. Login details will be
emailed prior to the webinar.
Webinar registrations are per person. When registering, you confirm that
only the person(s) named in the order will
Participant substitutions accepted up to 24
hours prior to webinar. IINS reserves the right to cancel the webinar due to
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