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Introduction

This screen will provide you with a list of policies that are in the renewal periodavailable or meet conditions to be renewed. It also shows some fundamental essential policy information and more importantly, the link to its renewal quote.

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After clicking on the sub-menu “Upcoming Renewals”, the list should display policies that satisfy the following conditions:

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  • Policies that have End dates before today or today.

  • Policies' status is NOT “Renewed”, “Terminated”, “Pending Termination”,and “Pending Renewal Inception”

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