Renewals Manager Events Configuration

In this area, configure the Renewals Manager events to determine the renewal stage that defaults when a policy is created, cancelled, or renewed. You may select any of the stages in Renewals Manager Settings Configuration, but selecting the matching stage in your organization’s renewal process is recommended.

Note: This article contains printing instructions that are only applicable if Applied Epic is installed locally on your computer. If you access Epic through a web browser such as Google Chrome, Mozilla Firefox, or Microsoft Edge, you cannot print directly from within the system. See Printing for more information about the printing capabilities available from Epic Browser. All other steps in this article are applicable to both methods of accessing Epic unless stated otherwise.

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.

Click Policy on the navigation panel or Areas > Policy on the menubar.

Click Renewals Manager Events on the navigation panel.

You can do the following from here:

Edit a Renewal Event
1. Select an event in the list.
2. Do one of the following:
3. Select a radio button to indicate whether this event will automatically update a policy’s renewal stage when it occurs. If you select Update stage to, select the stage that will default when the event occurs.
You cannot select Do not update stage for the Policy Created event, and you must select a default stage for this event.
1. Click Finish or press [Enter] to complete the record.
  
  Click Cancel or press [Esc] to exit the workflow without saving changes. You are prompted, “Do you wish to discard changes?” Click Yes.
Print a List of Renewal Events
1. To print the list of Renewals Manager events, do one of the following:
2. The Print window displays. Print this list as you would any other document.