CLIENT RETENTIONInsurance Renewal Review QuestionnaireAsk about meaningful changes before treating a renewal as a price-only conversation. Print or save as PDFAgencyPrepared byDateAccount or referenceHousehold and propertyDrivers, residents, or marital status changedVehicles, homes, valuables, or recreational items changedRenovations or occupancy changedHome business or rental use startedUmbrella needs reviewedBeneficiaries or life-insurance goals changedBusiness operationsRevenue, payroll, or employee count changedLocations, equipment, inventory, or vehicles changedNew products, services, territories, or contractsSubcontractor use changedCyber, professional, or employment exposures changedLosses or near misses reviewedValue and next stepsCoverage priorities confirmedLimits and deductibles reviewedCarrier stability and service consideredDiscount eligibility updatedOpen underwriting questions assignedClient decision and follow-up documented