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* 1. Client Name

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* 2. Renewal Date

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* 3. How many employees at HILB have a relationship with the client?

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* 4. Do you have a relationship with the CSuite?

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* 5. Did the client have a tough renewal? (Over 15%?)

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* 6. Have there been any changes in HR Team on client side?

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* 7. Have there been any changes in C-suite?

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* 8. Have there been any changes to HILB team?

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* 9. Is there any rollup/acquisition threat?

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* 10. What was the C-sat score?

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* 11. How many times have you met with the client in the past 12 months?

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* 12. Is there risk that was not identified here?

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