Retention Center

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  • Enter Renewal Date

  • MM slash DD slash YYYY

    Enter Renewal/Expiration Date of bundled policies (package) or Renewal/Expiration of a single policy.
    If a group of policy Renewal/Expiration Dates are close together choose the earliest date for all policies.

  • Select Renewal Criteria

  • Renewal Policy Type(s)

  • You MUST enter Policy Type(s) up for Renewal.

  • Special Condition Elections

  • Holding for another Renewal to Download.

  • MM slash DD slash YYYY

  • Risk Change caused Rate Increase.

  • Non-Renewed by Insurance Company.


  • Only enter additional Notes that you would like the Agent to know.

  • Inform Agent of what Policy Types the Client has currently. This will help the Agent determine if they want redirect to Cross Educate Sequence.

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