Policy Review Services
Policy reviews help producers reconnect with clients, confirm coverage is still appropriate, and uncover opportunities for updates, conversions, or added protection. A structured review helps you:
Fill Coverage Gaps
Uncover gaps that may require updated or additional coverage.
Capture Conversion Opportunities
Identify conversion opportunities before they expire.
Boost Retention
Strengthen retention through consistent, proactive service.
Deepen Client Relationships
Enhance relationships by addressing evolving financial needs.
Strengthen Advisor Positioning
Reinforce your role as an ongoing advisor, not a one-time transaction.
Why Annual Policy Reviews Are Essential
See how simple life changes can create an opportunity for meaningful client conversations and updated protection.
Policy Owner Services
CBIZ IIS supports you with the administrative tasks that keep your clients’ coverage accurate and up to date. If your client needs servicing on an existing policy, our team can help facilitate updates with the carrier.
- Collateral assignments/release of assignments
- Beneficiary and ownership changes
- Bank draft changes
- Address updates
- Face amount reductions
- Premium mode changes
60% of firms using workflow automation see higher productivity
Policy Alerts
Policy alerts help you proactively identify upcoming policy milestones, potential gaps, and new planning opportunities within your existing book of business. By staying ahead of these changes, you can offer timely guidance, strengthen client relationships, and increase retention.
Book of Business (BOB) Program
Producers enrolled in our BOB Program receive automated policy alerts that highlight expiring conversions, coverage gaps, and other key triggers, helping you take action before opportunities are missed.
Learn More About the BOB ProgramReady to Grow Your Business With CBIZ?
Connect with our team to learn how CBIZ Individual Insurance Solutions can help you expand your opportunities and better serve your clients.