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1. 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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Pre-requisite
Users with 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
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Click on the Insurance menu
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→ choose Upcoming Renewals
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Policies are in the renewal period.
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View the list of upcoming renewal policies that:
Have End dates before today or today.
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Have the statuses NOT “Renewed”, “Terminated”, “Pending Termination”,and “Pending Renewal Inception”
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There are some Some embedded hyperlinks that can help you to navigate around:
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