The Modern Renewal Workflow: How High-Performing Agencies Run

Presented by Mary Wageman CIC, CISR

If your renewal process starts 30 days out, you’re already behind.

In this webinar, Mary Wageman shares the proactive renewal framework high-performing agencies use to get ahead of deadlines, reduce last-minute scrambling, and create a better experience for both clients and staff.

Learn how to structure renewals from 150 days out, make deliberate remarketing decisions, clarify producer and CSR responsibilities, gather key data earlier, and build a repeatable process that improves consistency, negotiation time, and client communication.

Whether your agency is constantly reacting at renewal or simply looking to tighten its workflow, this session provides a practical roadmap for running renewals with more control and less stress.