From the Home Center select Views > My Expiring Policies from the sidebar menu.

Use View Options to choose criteria to refine or filter the information appearing in the view. For general information about using View Options, see Setting View Options.

My Expiring Policies

Applies to:  Home Center

As a part of AMS360 Renewal Management, this view shows all expiring policies for which you are responsible as primary or backup assignee. More...ClosedMy Expiring Policies is part of the AMS360 Renewal Management feature. Expiring Policies are listed for personnel selected through the Renewal List Tool in the menu.
These same policies also appear in your My Renewal Lists view: you can work on your assigned expiring policies from whichever section you prefer.

An expiring policy appears on your My Expiring Policies view for one of the following reasons:

You have been assigned to the policy

You are designated as an Out of Office backup employee for another employee's expiring policies

Key Fields

Actions

Select from the following:

Renewal Comments to enter a comment on the policy; you can also create an activity record or note for the comment.

Create Renewal/Rewrite Policy to renew the policy or rewrite with another company.

Submission Group to market the policy with other companies.

Policy #

Click the link to view and edit the associated Policy Information data entry form.

Customer

Click the link to open the Customer Center default view with the customer's record open.

Right-click the link to open a new browser window or tab.

Origin

Describes how the policy was entered into AMS360: Data entry refers to a manually entered policy, Import AL3 is a policy downloaded from a carrier.

Assigned

Click the link to open the Re-Assign Expiring Policies data entry form to enter a new Assign To employee for a Renewal List.

You can also enter comments on the form, which flows to the Renewal List - Policy Comments form.

Stage

This field indicates the progress or renewal status of the expiring policy.

Use the Renewed link to view and edit the associated Policy Information data entry form.

Use the Marketing link to view and edit the information in the Submission Group data entry form.

By default, views and lists are limited to 100 items per page. In some Views you can choose to see more items, do any of the following, if available:

    • Use the arrows at the bottom of the page to view additional pages.*

    • Set the Max # of Records Returned field to a value greater than 100 in View Options.*

    • Use View Options to filter the results of your search.

For more information, see How to Sort Lists and Setting View Options.

*Not available for all lists.

Click Change Complete Status to change the status of a policy between complete and incomplete for items in the list by selecting a single row's check box, or select all rows with the check box in the column header.

Would you like to ...

On the toolbar, click Export All. All items on all pages of the list are exported to Excel.

 

The export process retrieves the information from the database. If items have been added or changed since you refreshed the view, some information in the export file could be different from what you see in the grid.