BIBA webinar - Gain Efficiency and Improve Retention by Automating Renewal Processes presented by Pathwayport

It is easier than ever to save your staff time and automate communication with policyholders by leveraging the data in your management system. Use automation software integrated with your management system to deliver pre-renewal and renewal letters, billing reminders and documents to your clients in a fraction of the time it takes to do it manually.

Learning objectives: 

• How to free up your CSR/TSR’s time by leveraging automated hyper-personalization to deliver coverage recommendations
• Automate data collection during the renewal process with online questionnaires 
• Reduce E&O risk and create a reliable audit trail by collecting and documenting email interactions like opens and document downloads

This webinar may count towards your continuing professional development (CPD) requirements and a formal completion certificate will be issued for members attending and returning a feedback form. 

DISCLAIMER:

Our webinars are designed to give information and guidance and we aim to make them as accurate as we can at the time of presentation and recording. However, they may sometimes represent individual views and BIBA cannot guarantee, nor do they accept any responsibility or liability for, the accuracy or completeness of the content or for any loss which may arise from reliance on information contained within these presentations and recordings.