We do Customer Protection Reviews of our client’s policies on an annual basis. Most of our clients come into the office to make sure that the policy is correct and that they are getting all the discounts. On occasion some of the clients elect not to come in. This is a problem.
Just last week we had a client that declined our invitation to come in for the CPR for the past few years. She was reviewing her policy and found that a trailer was not on the policy. She called in a panic! We noticed that she had declined to come in stating “That everything was correct.”
However it was not! We were able to help her to get the trailer covered. These are NOT SALES interviews, just a way to make sure you are coverage properly.