Retention Center

Retention Center

Understanding the Retention Center 📊

Automated Renewal Quoting (Personal Lines Only)🚀

• We now have the ability to rate auto, home, and dwelling fire policies fast in Retention Center  Here is where we will apply our templates Ezlynx Automated Renewal Quoting QAS

• When a client goes above our threshold the quotes will automatically be quoted (Home and Auto) (see Retention Automated Quoting)

Expiration List⏳

• Expiration List - Do Not Close Any on this list

• No renewal yet. Processing Team needs to key in renewal

• Filter your work out by using the following filters

  • Flow 1 :View by manual only to view manual only renewals

  • Flow 2: Filter by status Account Review, Pending UW, Quoted, Empty

  • Pending: No action needed waiting on the renewal

Renewal List

• Renewal list manual and download (renewal has been received)

• Use the compare feature under Policies ⚖️

• We are no longer sending emails and texts for all workflows (regardless of high or low risk), instead we created a workflow for each department that will be assigned to the renewal manager (applicable CSR) to take care of the renewal process.

  • Renewal Commercial - For commercial lines account, renewal task will be assigned to Sandy Santana💼

  • Renewal Trucking - For trucking, renewal task will go to the applicable CSR🚛

  • Renewal Personal - For personal lines, renewal task will go to the applicable CSR🏡

• High risk refers to the renewals that require immediate attention, premium increased🔥

• Low Risk may be some manual renewals to make sure they get applications signed etc.

• Filter by status Account Review, Pending, Pending UW, Quoted, Empty, Remarket, Pending Customer

  • Manual Policies (regardless of status)

    • If it is direct bill and low risk let close it out but check the renewal for subjectivities if docs need to be signed (the renewal offer document). Email the underwriter and ask too. CL Carrier List 📧

    • If it is an agency bill, keep it open. Check to make sure the apps have been sent and/or payment has been requested. Make sure a bind request is sent to the carrier

Retention Center Statuses📌

• This is used to track renewals in the retention center. It is not the same as renewal labels in the activity. These Statuses can be used in the expiration list and renewal list. 

• Make sure CSRs are assigned in the renewal or expiration list.