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1. Introduction
This screen will provide you :
Policies that are in the renewal period.
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Pre-requisite
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with a list of policies that are available or meet conditions to be renewed. It also shows some essential policy information and more importantly, the link to its renewal quote.
The list is ordered by the original policy End date ascendingly, so you should process those policies that are on the top of the list first because they (renewal quotes) will expire soon.
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a. Before you begin
You need permission to Activate policy / MTA policy / Renew policy / Terminate policy will be able to access the Upcoming Renewal list.
2. Upcoming Renewals List
Click on the Insurance menu → choose Upcoming Renewals
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View the list of upcoming renewal policies that:
Have End dates before today or today.
Have the statuses NOT “Renewed”, “Terminated”, “Pending Termination”,and “Pending Renewal Inception”
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Some embedded hyperlinks can help you to navigate around:
Account: this hyperlink redirects you to the policyholder’s detail page.
Reference: this hyperlink redirects you to the original policy’s detail page.
Renewal quote: this hyperlink redirects you to the renewal quote of the policy that is presented in this Renewal List.