David Stewart

Well, maybe they didn't finish their onboarding documents.

So now we need to create a process to help them get their documents done.

Simple fix.

We just didn't even know it was a problem.

Or towards month 10.

Well, that's when their renewal comes out.

They get a document saying my premium's going up.

We need to get in front of that.

So can we add some text messages, some emails, and then some phone calls to make sure that we get ahead of those steps and alleviate any stress or frustration from our client, help remind them why they work with us, and implement processes there.

So our carriers are our partners in this business.

And they have so much data, it's insane, actually.

But being able to find some key points that are easy to implement has been helpful.