Renewals Manager

The Renewals Manager helps you prioritize your workload by giving you instant visibility into policies that are up for renewal in the near future and the status of each renewal. It gives you easy access to the information you need to retain your clients’ business.

A policy’s renewal stage (configured in Renewals Manager Settings Configuration) determines whether and for how long it displays in Renewals Manager. These stages help you track the status and progress of each renewal at a glance.

The stage defined for the Policy Created renewal event in Renewals Manager Event Configuration determines the renewal stage that defaults for newly created policies (either new business or renewals).

Policies begin displaying in the Renewals Manager 90 days before their expiry dates, or the number of days specified in Policy Type Configuration. Depending on the option your administrator has selected in Renewals Manager Settings Configuration, you may either see renewals for all employees, or only for policies on which you or an employee for whom you have View Others rights granted in Employee detail are assigned a servicing role.

To access the Renewals Manager from the Home screen, do one of the following:

• Click Renewals Manager on the navigation panel.
• Click Areas > Renewal Manager on the menubar.
• Click the down arrow next to Home on the options bar and select Renewals Manager.

To access the Renewals Manager from another area of the program, do one of the following:

• Click Home > Renewals Manager on the menubar.
• Click the down arrow next to Home on the options bar and select Renewals Manager.

Managing Your View

The Renewals Manager populates with policies to which you have structure access that are set to expire within the date range configured for their policy types. Policies whose first Service Summary row has an In Process or Submitted status do not display.

Up to 50 renewals display per page. Select a different Page from the dropdown menu below the list or use the arrow buttons to navigate to another page.

Setting a Search where filter to exclude Renewed Policies is recommended, to give you an accurate view of renewals requiring your attention.

1. Change the policies that display in the list if necessary.
   1. Click the word Renewals in the view filter.
   2. A list of choices displays. Select a date range:
      • All
      • 0 - 30 Days
      • 31 - 60 Days
      • 61 - 90 Days
      • 91 - 120 Days
      • 121 + Days
   3. If necessary, use the search bar above the list to specify the policies that you want to see. To see the filter that is currently applied to the list, hover over the Search where text.
2. Change the columns that display in the list if necessary. Adding the Renewal Stage column is recommended, so you can quickly see each policy’s progress toward renewal.
   1. Click the Select Columns link label on the right side of the header bar.
   2. The Select Columns window displays. Select the checkbox next to each column that should be included in the list. Deselect the checkbox next to each column that should be removed from the list.
   3. Columns display in the order in which they are listed. To reorder the columns, click on a column, and then click the up arrow or down arrow to change its position.
   4. Click OK or press [Enter] to save your changes.
      
      Click Cancel to close the window without saving your changes.
3. When you select a policy, its Associated Activities and Claims display. Double click or right click on an activity or claim to access the standard associated actions. You can filter these lists if necessary.
   1. Click Associated Activities or Claims in the view filter.
   2. A list of choices displays. Click on the appropriate selection:
      • All
      • Open
      • Closed

Available Actions

From the Renewals Manager, you can quickly view client/policy information, start the renewal process, or update a renewal stage. Some actions are unavailable if multiple policies are selected. Click one of the following buttons, or select the corresponding action on the options bar or menubar:

Go to Policy

Open policy or line detail for the selected policy. For more information, see Edit/View Policy Detail.

Renew

If a single policy or line is selected, this button opens policy detail and initiates the Renew action for the selected policy. For more information, see Renew a Policy.

If multiple policies or lines are selected, this button opens the Renew Multiple Policies popup, where you can renew all policies selected. For more information, see Renew Multiple Policies.

Marketing Submissions

Open a new master marketing submission with the selected policy's structure, Source, Line of Business and Status already populated. For more information, see Add a Master Marketing Submission.

Update Renewal Stage

Change the selected policy’s stage to track its progress in the renewal process. As you work on a renewal, remember to update the stage so that Renewals Manager accurately reflects the renewal’s status. Policies in some stages (such as Renewed or Cancelled) may not display in Renewals Manager after their expiry dates.

1. Select the policy or policies and click Update Renewal Stage.
2. Select the Stage to which you want to update the policy from the dropdown menu.
3. Click Finish or press [Enter] to update the stage.
   
   Click Cancel or press [Esc] to exit the workflow without changing the stage.

Add Activity

Activities serve as reminders to follow up on various items and can be used to track actions taken on each policy. Add an activity to one or more policies to track the actions needed. For more information, see Add an Activity.

Export to Indio

Export basic client account information into Indio to start a submission. For more information on this workflow, see Export to Indio. This option requires an Indio subscription and a valid Indio login.

Export to Applied Rating Services

Export policy information directly into Applied Rating Services to start rating the policy renewal. For more information on this workflow, see Quoting Rating Services in Real-Time. This option only displays for ARS users and when an ARS supported line is selected in the list.