Client Policy Prioritization Template

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Streamline your insurance work with the Client Policy Prioritization template. This project uses the Quadrants method to help you focus on urgent renewals and high-value clients. By prioritizing tasks effectively, you can ensure that critical policies are renewed on time and high-value clients receive the attention they deserve.

This template is designed to improve client satisfaction and retention by helping insurance agents manage multiple policies and clients efficiently. Follow the step-by-step guide to keep your clients happy and your workload manageable.

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Client Policy Prioritization for Priority Matrix

Client Policy Prioritization in Priority Matrix

Prioritize client policies effectively using the Quadrants method to ensure timely renewals and high-value client management.

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Proposed Tasks

Urgent and Important

  • Follow-up on lapsed policy due in 1 day
    ☐ Contact the client ☐ Discuss the reasons for lapse ☐ Offer renewal options
  • Follow-up with potential high-value client due in 3 days
    ☐ Prepare proposal ☐ Arrange a meeting ☐ Present the proposal
  • Renewal of high-value client policy due in 2 weeks
    ☐ Review the policy details ☐ Prepare renewal proposal ☐ Contact the client for renewal discussion

Important, Not Urgent

  • Training on new insurance regulations due in 2 weeks
    ☐ Study the new regulations ☐ Attend the training session
  • Policy renewal reminder for client due in 3 weeks
    ☐ Prepare renewal notice ☐ Send the notice to the client
  • Routine policy renewal due in 1 month
    ☐ Review the policy details ☐ Notify the client about the upcoming renewal

Urgent, Not Important

  • Policy document verification for new client due in 2 days
    ☐ Check the submitted documents ☐ Verify the details with the client
  • Client satisfaction survey due in 1 week
    ☐ Prepare the survey ☐ Send it to the clients ☐ Analyze the results

Neither Urgent Nor Important

  • Update client database due in 1 week
    ☐ Collect the latest information ☐ Update the database
  • Review insurance market trends due in 1 month
    ☐ Research recent market trends ☐ Prepare a report