CLIENT LIFE CYCLE

Lamb’s Service Excellence promise to deliver and track an industry-leading experience that our customers consider a major enabler for their business.

01

Account Snapshot

Progress review

02

Mid year

Leadership review

03

Pre-Renewal

Expectations review

01- Account Snapshot

Progress review

PURPOSE:
Review account status

Account Snapshot
Commitment Card Review
Risk Management Services

MEETING LOCATION:
Meeting deck will be share via email

02- Mid year

Leadership review

PURPOSE:
Executive Summary of current state to include:

Executive summary
Industry Update
Commitment Card Review
Risk Management Services
Benchmark Report Review
Upcoming Renewal

ATENDEES:
Lamb Service, Risk & Client Management Team

MEETING LOCATION:
Zoom/In-person

03- Pre-renewal

Expectations review

PURPOSE:
Establish renewal expectations

Account Review
Commitment Card Review
Risk Management Services
Pricing/Terms & Conditions
Required Underwriting Information
Marketing Preferences

ATENDEES:
Lamb Service, Risk & Client Management Team

MEETING LOCATION:
Zoom/In-person

Let’s talk

You can count on LAMB to do the right thing in support of your mission.

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