5 Benefits of Post-Renewal Meetings with Clients

Group insurance renewals can be hectic, especially during the fourth quarter. Once open enrollment meetings have been completed, approvals have been received, and outstanding items have been resolved, it can be tempting to put those clients on a proverbial shelf and move on to new projects. But you may want to consider adding one more item to your renewal checklist – a post-renewal client meeting. Sitting down with each of your clients to revisit their renewal experiences can provide you with valuable information, and strengthen your client relationships for the coming year. Here are five benefits from conducting post-renewal meetings with your clients… Read the full article on Employee Benefit Adviser.