Don't miss out on renewals!
Here at Everflow, we give our broker partners first access to their client’s renewals. Largely this works perfectly - the broker sees the renewal appear 120 days from the renewal date and starts the quick renewal process with the client. Simple!
However, if a broker does not close a renewal before the 30 day roll over window period is reached, the option to renew disappears from the menu. When this happens, the Everflow direct sales team will contact the client to renew the contract.
As your account manager, I want you, my valued brokers, to bag the renewals.
I will continue to work with you to avoid this scenario occurring and to help you get your client over the line, using every tool at my disposal. Unfortunately, if a renewal is missed and the direct sales team call to renew the client, it will have passed the stage where I can help. So please make sure you look out for those notifications!
Below is the timeline for the current process…
- 120 days before the contract end date the option appears. From this point, you have a 30-day window to renew the client before our team will pick it up.
If not completed...
- 90 days before the contract end date, Eclipse will send the client an automated email alerting them to the contract end date and the contract roll over terms.
- 30 days before the contract end date, the renew option will disappear, Eclipse will send the client an automated email to advise that they will be moving into a roll over contract. The direct sales team will proactively engage with the client, to secure the business. On the contract renewal date, if no new contract has been submitted, the client will automatically fall off your portal contact list.
