Renewal Manager Settings Configuration

In this area, you can define the Renewal Stages your organization uses to track your renewal process and specify the length of time that policies in each stage will display in Renewals Manager.

By default, all of your organization’s renewals display for all employees, but you can change this setting to give each employee access only to renewals on which they are assigned a servicing role and renewals belonging to employees for whom they have View Others rights granted in Employee detail.

Before adding your own renewal stages, review the list of pre-configured stages and inactivate or delete any that you will not use, to ensure that users make selections from an accurate, relevant list when updating a policy’s stage.

1. From the Home screen, do one of the following:
• Click Configure on the navigation panel.
• Click the down arrow next to Home on the menubar and select Configure.
• Click Areas > Configure on the menubar.

From any other area of the program, do one of the following:

• Click the down arrow to the right of the Home options bar button and select Configure.
• Click Home > Configure on the menubar. The Configure screen displays.

2. Click Policy on the navigation panel or Areas > Policy on the menubar.
3. Click Renewals Manager Settings on the navigation panel.

4. By default, all of your organization’s renewals display for all employees. To allow employees to view only their own and specific other employees’ renewals, select the Filter renewals by “View Others” settings in Employee Detail radio button. Each employee will only see policies on which they are assigned a servicing role and policies assigned to employees for whom they have View Others rights granted in Employee detail.

5. You can do the following in the Renewal Stages section:

• Add a Renewal Stage
  1. Do one of the following:
  • Click the Add button to the left of the list.
  • Press [Insert] on your keyboard.
  2. In the Detail section, indicate whether you want to Display policies with this stage in Renewal Manager. If you select this option, select a radio button to display policies for a specific number of days after expiration or indefinitely.
  3. The active language for the stage you are creating displays in the Language dropdown menu and is based on your Primary Language in Regional Settings Configuration.
  4. Enter the name of the Stage.
  1. If you have more than one language available, the Stage you enter populates for every language.
  2. To change the Stage name that will display in a different language, select the Language from the list or the dropdown menu and enter a Stage name.
  3. The Update matching descriptions in other languages option defaults as selected or deselected based on your previous selection for it. The option cannot be changed during this workflow.
  5. Click Finish or press [Enter] to complete the record.
     
     Click Add to add this record and create another one.
     
     Click Cancel or press [Esc] to exit the workflow without saving changes. You are prompted, “Do you wish to discard changes?” Click Yes.
• Edit a Renewal Stage
  1. Do one of the following:
  • Click the Edit button to the left of the list.
  • Click File > Open on the menubar.
  • Double click the renewal stage.
  • Press [Enter].
  2. In the Detail section, indicate whether you want to Display policies with this stage in Renewal Manager. If you select this option, select a radio button to display policies for a specific number of days after expiration or indefinitely.
  3. Revise the Stage name.
  4. If the Update matching descriptions in other languages option is selected and descriptions for multiple languages match, any change you make to one Stage name will be applied to the other Stage name after you click Finish. Deselect this checkbox if you prefer to update each Stage name individually.
  5. Click Finish or press [Enter] to complete the record.
     
     Click Add to add this record and create another one.
     
     Click Cancel or press [Esc] to exit the workflow without saving changes. You are prompted, “Do you wish to discard changes?” Click Yes.
• Delete a Renewal Stage

  You cannot delete a stage that is in use; you must inactivate it instead.

  1. Click the stage and then do one of the following:
  • Click the Delete button  to the left of the list.
  • Click File > Delete on the menubar.
  • Press [Delete] on your keyboard.
  2. You are prompted, “Do you wish to delete this record?” Click Yes.
• Inactivate/Reactivate a Renewal Stage

  Stages in use can only be inactivated, not deleted.

  1. Click the stage in the list.
  2. Click Actions > Inactivate/Reactivate on the options bar or menubar.
  3. You are prompted to confirm the action. Click Yes.
• Print a List of Renewal Stages
  1. To print the list of renewal stages, do one of the following:
  • Click the Print button to the left of the list.
  • Click Print > Listview on the options bar.
  • Click File > Print > Listview on the menubar.
  2. The Print window displays. Print this list as you would any other document.
• Reorder the Renewal Stages

  Renewal Stages display in the Stage dropdown menu in the order you specify here when users update a policy’s stage in Renewals Manager. To reorder them, click a stage in the list and then click the up arrow or down arrow to change its position.