Kick-off meeting to discuss transition plan, service requirements, renewal and claim handling instructions
Finalize service agreement
Follow up with carriers to confirm BOR in place
Establish finalized action plans for transition timeline due dates, service plan, and communication protocols
Set up weekly transition conference calls
Present client with WTW team chart
Discuss open/pending claims and finalize claim handling instructions
Provide copies of policies, current 5 year claims history, copies of current year applications and any currently issued certificates of insurance
Determine open items with legacy broker(s)
Address any outstanding items with carriers
Discuss certificate protocols, including special instructions
Enter certificate holders into certificate system
Pre-renewal strategy discussion for deeper dive into Client's business, risks/exposures, develop risk profile analysis in preparation of the renewal strategy meeting
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