Course Outline
Fast track renewals on the DUAL WebRater!
Some of you may have seen by now, that DUAL are able to “fast track” some renewals via the WebRater... (and when we say fast track, we mean seriously FAST)!
Where a risk has no material changes, you can bind a renewal yourself in minutes, saving you huge amounts of time to focus elsewhere!
- You will receive a renewal invite as you would expect, and this will include the proposed renewal terms for the coming renewal period.
- You then simply jump on to WebRater, update anything as required and the risk will either progress as presented to allow you to bind immediately, or it will re-quote in real time if there are significant activity or turnover changes etc.
- In some situations it may refer if you add/amend something that needs to be reviewed, and this follows the same process as you will be used to on New Business, if this does happen, you will likely still have your amended renewal terms the same day!
For a more in depth guide, please click the video play button below to see Adam's instructional walkthrough:
If you're interested in learning more, don't forget to get in touch with us as the team are only ever a phone call or email away. Or check out DUAL School for more educational content and webinars here!
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