Let's talk about policy / account review

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pageltd
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Posts: 134
Joined: Wed Jan 25, 2012 7:05 pm

Let's talk about policy / account review

Post by pageltd » Wed Apr 10, 2019 10:37 am

What does your agency do, whether automated or not, in order to deliver a full policy review?
It does not need to be limited to your agency management system.
It would be interesting to know other tools that you use in order to conduct policy reviews for your clients.
What re the steps that are taken?
How are the results documented?
How many people are involved?
How long does it generally take?
Do you have an audit process to identify that a policy review was actually done?

Let me know.
George Page
www.pageins.com

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