Step 10) Require Agent Follow-Up One Month After Renewal

And Throughout The Year

When you eat at a good restaurant the server will return to your table shortly after delivering the food to ask, “Is everything delicious?” This is how a professional makes sure the customer is satisfied. You should expect this from your agent. But it doesn’t always happen as it should. Again we recommend you communicate your expectations clearly and hold your agent accountable.

At the happy moment when your agent has secured your business as a new customer or nailed down your renewal to retain your business, you should make him promise to follow up in order to be sure everything has been handled as it was promised. Was the policy binding process satisfactory? Did all regulatory filings get posted timely? Did necessary insurance documents get delivered to you as promised? Are certificate requests being handled swiftly and accurately? Is the claims reporting procedure well understood by everybody who needs to know?

And during this first follow-up meeting you should also schedule a mid-term insurance review meeting to touch base with your agent; review any claims or other issues and – believe it or not – begin formulating the strategy and timing of your next insurance renewal. Because – just like your birthday – it always seems to arrive more swiftly every year. If you will follow these tips your insurance renewal process will be more to your satisfaction. It will probably not ever be a cause for a party with cake and ice cream, but hopefully will allow you the additional time you need to manage your increasingly profitable and smooth running trucking enterprise.

p.: 419-475-5151 • fax: 419-475-8750 • 3912 Sunforest Court, PO Box 8730, Toledo, OH 43623

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The information contained in this website is offered only to provide the reader with a general understanding of the subject matter. Nothing contained herein should be regarded as legal advice or as a warranty of veracity or averment of any fact. Whether such information is drawn from a simple glossary of terms, or enumeration of definitions for industry jargon or else wise, it is published only for general information and should not be regarded as legally binding. No language contained herein is part of any contract or policy of insurance and is only given publicly to allow for a conceptual understanding of commonly used terms.

Roemer Insurance has been a leading force in commercial truck and fleet underwriting for decades. Roemer Insurance pioneered trucking insurance packages and offers a full menu of coverage, including liability, physical damage, motor truck cargo, commercial auto liability, and Workers' Compensation.With 80-plus years insuring America’s truckers, Roemer Insurance continues its legacy of innovation, delivering new, higher levels of service and value to trucking fleets and drivers through the insurance products and risk management services delivered daily by the Roemer Family of Brands.