Stewardship Account - Post Renewal Plan
Please input your HUB email address. You'll receive a copy of your results after completing this worksheet which you then can attach to EPIC.
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Minutes
Producer Name
*
First Name
Last Name
E-mail
*
Please input your full HUB email address e.g. firstname.lastname@hubinternational.com. Check your spelling!
Select your Sales VP
*
Tim.Geddes@Hubinternational.com
Ron.Douglas@hubinternational.com
Chris.Dornbierer@hubinternational.com
Doug.Lyall@hubinternational.com
Michelle.Kuipers@hubinternational.com
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Your Client Info
Please answer the questions below with as much detail as possible..
Client Name
*
Renewal Date
*
-
Month
-
Day
Year
Date Picker Icon
Primary Contact (include name and title)
*
Relationship Rating
*
A - Strong senior relationships
B - Average
C - HUB is at risk of losing this client
How did the renewal go?
*
Are there any outstanding commitments from the prior year we still need to execute on?
*
No
Yes
What are they and when will they be completed?
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Your Client - Next Steps
Please answer the questions below. With regards to engagement activities, please outline how you expect to engage with your client this year.
What are your value creation commitments for this policy term? If none explain why.
*
How can HUB assist?
*
What one thing you could do this year to delight and/or really impress your client?
*
e.g. invite them to a cyber webinar, bring one of our PL experts with you to a meeting, provide a token of thanks to celebrate years insured with HUB, etc.
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