Winning Renewals Is How Insurance Producers Build a Real Book of Business

Winning renewals is the fastest way to build a real book of business as an insurance producer. In this video, I walk through the renewal system I’ve used to build a million-dollar book — without chasing quotes or fighting fires at the last minute.

Full Description:
When producers struggle to grow, it’s often not because they can’t sell — it’s because too many clients are quietly leaving out the back door at renewal.

In this video, I break down the renewal management system I use to:

Reduce client churn

Create predictable renewals

Improve underwriter relationships

Increase referrals

Build a stable, profitable book of business

You’ll learn why renewals need to start 90–120 days in advance, how to run a proper renewal strategy meeting, how to set expectations with clients and underwriters, and how this process makes renewals less stressful for everyone involved.

This is the exact system that helped me build a seven-figure book of business, and it works whether you’re early in your career or managing a large renewal portfolio.

👇 Questions? Drop them in the comments.

00:00 – Why Losing Clients Kills Book Growth
01:58 – How This Renewal System Built a Million-Dollar Book
02:36 – Start With the End in Mind
03:04 – Why Renewals Must Start 90–120 Days Out
03:33 – The Renewal Strategy Call (Before Underwriting)
04:30 – Diagnosing Service & Claims Issues
05:01 – Preparing Clients for the Insurance Marketplace
06:23 – Using Renewals to Generate Referrals
07:23 – Managing Underwriters & Setting Expectations
08:16 – Why You Can’t Accept Renewal Excuses
09:41 – Getting Complete Information on Time
10:38 – Holding Clients Accountable to the Process
11:36 – Separating Exposure Changes vs Rate Increases
12:35 – Negotiating Before Quotes Are Even Rated
13:33 – Why Prepared Clients Don’t Panic
14:05 – Making Renewals Predictable and Scalable
14:34 – Final Thoughts & Call to Action