New business pack to be emailed to AE / Client. Where applicable:Â New Business packs to be printed and bound for delivery to client by AE; […]
Renewal listing, claims experience and ratio will be provided 6 weeks prior to renewal (renewals are created automatically in accordance with renewal rule set) […]
Confirm renewal discussion with client to AE or vice-versa Underwriter – to be reduced to in writing; […]
Process policy documents – raise debits where applicable ensuring debit is raised in correct financial period; […]
Domestic Renewals to be prepped by the renewal team – from prepping...