WOMEN'S INDEPENDENT GUIDE TO INSURANCE Independent Insurance Agents of America Financial Decision Makers The environment in which women now live, work, and care for thei...

CSR/Marketer runs automated expiration list 120 days prior to expiration. (Example: On Jan. 1, CSR/Marketer runs a list of expirations for April)

PERSONAL INSURANCE RENEWAL PROCEDURE DIRECT BILL 1. 60 days prior to expiration run expiration list. 2. Using mail merge capabilities of the system, generate personal lines direc...