VIDEO TRANSCRIPT:

SPEAKER: Sophia

Can you give me a list of brokers with less than two years' experience working with our firm that are assigned to highest-risk renewals?

SPEAKER: Assistant

Sure, Sophia, here's the list.

SPEAKER: Assistant

Would you like to see recommended actions for these brokers?

SPEAKER: Sophia

Yes, please show me the next best actions for them.

SPEAKER: Assistant

• Carol Lee: Insight: Major account just merged with a super regional competitor and elected not to renew action pulse. Provide new high propensity leads and opportunity details.
• Frank White: Insight: Last two renewals were lost due to dissatisfaction. Action pulse: Schedule a personalized call to understand challenges and offer tailored support.
• Henry Black: Insight: Renewal at Home Services. Corp is eligible for new EV fleet endorsements. Action pulse: Invite to upcoming training on new coverages and endorsements related to EV fleet cars.

• Managing High-Risk Renewals: Broker Insights and Next Best Actions
• L’avenir de l’assurance pour les PME en Europe : une transformation digitale au service de la croissance (Europe)
• Industry Spotlight: Digital Claims Transformation for Commercial and SME Insurance—Empowering Brokers and Business Clients
• Regional Deep Dive: Broker Enablement and Digital Transformation in North America
• Data-Driven Marketing Transformation: Personalizing Broker Engagement and Lead Management
• El Futuro de la Transformación Digital de Siniestros en Seguros Comerciales y PYMEs en América Latina (LATAM)
• El Futuro del Seguro para PYMEs en América Latina: Innovación Digital para un Mercado en Transformación (LATAM)
• L’avenir de l’assurance pour les PME en Europe : une transformation digitale au service de la croissance (Europe)
• El Futuro del Seguro para PYMEs en América Latina: Innovación Digital para un Mercado en Transformación (LATAM)