Welcome to "Ask BB"--we're ready to answer your most pressing questions!
Q: Dear BB, My client is frustrated that they have to devote their attention to ALL OF THESE FORMS even though most of the time there are minimal changes to their business. Can I make sure they’re only seeing the most important information I need them to see every year?
A: Name, address, point of contact… That stuff never changes. Revenue? Number of employees? That’s the stuff we care about! Use renewal fields for the information that changes year over year so that your clients’ focus remains on the most important exposures. They’ll fill out your forms really quickly, and you’ll get them back really quickly. Win-win!
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