We offer a unique service to our producers in our Retention Team, designed to help you retain business.
Our Retention team is led by Jose Aranda and consists of Melanie Triantos, Lauren Dodson, Lisa Swanson, and Deborah Saloway; in total, providing over four decades worth of experience in the insurance industry. This vast history, ranging from point of sale agencies to large carriers, creates an all-encompassing and well-rounded knowledge base to serve all of your client’s needs.
The Retention Team is tasked with reviewing policies pertaining to cancellation status. This talented group of individuals works in collaboration with producers, insureds and interested parties to resolve cancellation issues on policies within the underwriting department.
Additional services provided include:
- Credit / debit card payment processing
- One-time EFT payment processing
- Update of recurring payment information
- Clarification/resolution assistance for various underwriting cancellations
- Courtesy email reminders to producers 5-7 days prior to the cancellation date
- Outbound courtesy calls to producers and clients
The Retention Team can be reached via telephone or email for personalized service. For more information, please contact Team Manager Jose Aranda at firstname.lastname@example.org.