About
Between carrier changes and premium increases, it’s becoming more difficult and time-consuming to navigate renewal conversations with customers. We’ll show you how you and your team can save time and retain clients during renewals.

In this webinar, you will learn:

- Tips for retaining customers with rate increases at renewal,
- Ways to communicate changes in the insurance industry so your clients are prepared for updates to their policies,
- How to automate your renewal process and make it easy for your clients and employees.

We’ll save plenty of time for your questions.

See you there!
Presenters
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Meredith Barratt
Account management team lead, ClientCircle
Meredith has been with ClientCircle since 2021. She focuses on agency strategy and helps insurance agents reach their goals. Meredith also leads training for our account managers. When she isn’t working on agency growth strategies, Meredith can be spotted running or biking her local trails.
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Brooke Eaton
Marketing communications specialist, ClientCircle
Brooke joined ClientCircle in 2020 as a software account manager and now writes and creates marketing materials for ClientCircle. Prior to that, Brooke spent several years working in the fast-paced environment of business trading. When Brooke isn't writing blogs or creating YouTube videos, you can find her shredding the slopes of Colorado on her trusty snowboard.
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