Join CSM experts Paula M. Keith and Prakhar Jain for an insightful webinar on mastering policy renewals with InsuredMine’s advanced workflows. In “Renewal Excellence,” you’ll learn how to streamline your renewal processes, reduce manual effort, and enhance client retention with automated workflows designed specifically for insurance agencies.
From simplifying renewal tracking in InsuredMine to ensuring timely client communications, Paula and Prakhar will guide you through practical use cases and best practices. Whether you’re aiming to boost operational efficiency or elevate customer satisfaction, this session will provide actionable strategies to optimize your renewal operations.
