What happens when one small step is missed during a renewal? Sometimes, an agency loses one of its biggest commercial clients
A large commercial client had many policies that all renewed at the same time. The person who usually handled this account was out of town, so an account manager took over. He did not check every policy and coverage in the package. He did not market the program properly. He also did not look deep into the system to see the full picture.  The client felt something was wrong and asked...
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