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Client Life Cycle

CREIS’ Service Excellence promise to deliver and track an industry-leading experience that our customers consider a major enabler for their business.

01- Account Snapshot

Progress review

PURPOSE:
Review account status

Account Snapshot
Commitment Card Review
Risk Management Services

MEETING LOCATION:
Meeting deck will be share via email

02- Mid year

Leadership review

PURPOSE:
Executive Summary of current state to include:

  • Executive summary
  • Industry Update
  • Commitment Card Review
  • Risk Management Services
  • Benchmark Report Review
  • Upcoming Renewal

ATENDEES:
CREIS Service, Risk & Client Management Team

MEETING LOCATION:
Zoom/In-person

03- Pre-renewal

Expectations review

PURPOSE:
Establish renewal expectations

  • Account Review
  • Commitment Card Review
  • Risk Management Services
  • Pricing/Terms & Conditions
  • Required Underwriting Information
  • Marketing Preferences

ATENDEES:
CREIS Service, Risk & Client Management Team

MEETING LOCATION:
Zoom/In-person

How can we help

We’d be happy to assist you or point you to the Signers National group that best meets your needs.