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 expiration 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 move a column up or down in the list, click the column, and then click the up arrow or down arrow to change the order.
   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 Submission

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.

Remarket

Begin a Remarket quote for the selected policy. You can remarket the following lines of business:

• Homeowners and Personal Auto: For more information, see Quote Information. This option requires an Epic Quotes Personal Lines subscription.

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 expiration 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.

Market Appetite

Perform a Market Appetite search to locate the best market for the renewal, either within or beyond your current appointed markets. Search results reflect carriers with declared appetite for the client’s risk. Market Appetite integrates with Ask Kodiak to provide you with current, accurate appetite information supplied by each carrier.

For answers to frequently asked questions regarding Market Appetite, click the FAQ link label.

1. Select the policy and click Market Appetite.
2. On the Market Appetite screen, click in the Industries field and enter a partial or complete SIC or NAICS code or a description of the business. A list of recommended codes and search terms populates in the dropdown menu as you type. Select the NAICS/SIC code from this dropdown menu.
   
   Note: If the industry you are looking for does not display in your search results, click the Can’t find an industry? link in the dropdown to request an industry search update.
3. The number of lines selected populates in the Any Line field. The most commonly used lines are selected by default. To include different lines in the search, click in the dropdown menu and select the checkbox for each line you want to include.
4. Select the States to include in the search from the dropdown menu. You can enter a state’s name or abbreviation in the search field to locate a state more quickly.
5. Click Search to display a list of carriers with declared appetite for the client's risk who might be interested in providing coverage for the selected lines.
   
   These search results can help you make more informed marketing and placement decisions during your renewal process. To view all carriers with historical appetite information, use the full Market Appetite website, which you can access by clicking the Appetite button on the options bar.
   
   You can do the following with your search results:

• View customized notes your Agency Admin has added for the selected market.

• Browse all products that are in appetite for the carrier. Display these products by clicking the View # products link label.

• View a product’s description, guidelines, and/or highlights by clicking the View Details link label. These details populate from Ask Kodiak.

• Access the carrier’s website by clicking the link provided with their appetite. This link is merely a shortcut; it does not send policy data to the carrier website.

• Manage markets by clicking the Appointed/Preferred dropdown arrow and selecting one of the following options:

• Mark as preferred: Preferred markets are your agency-indicated top appointed markets, which display first in your All Markets search results. The Preferred icon displays for these markets. Mark as Preferred is only available for users with administrator rights and when the Manage appointments for all users option is enabled.

• Mark as Appointed: Appointed markets are those with which you are contracted. These markets display after your Preferred markets in the All Markets search results, or first, if no Preferred markets exist. The Appointed icon displays for these markets.

• Refresh search results by clicking the Search button to ensure you are viewing the most up-to-date information.

For more information, see Market Appetite.

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.