From the Home Center select Views > My Renewal Lists 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.

Key View Options

Date Range

Select one of the pre-defined date ranges from the drop-down list, or enter your own dates in the From/To fields.

Date From/To

Enter a full date range or choose only a From date to see all items beginning with that date through current date. Alternately, choose only a To date to see all items from the date you began using AMS360 through the date entered.

Display Downloaded Policies

To filter out downloaded policies (since they renew automatically), click the check box to remove the check mark.

To see the data that meets your selection criteria, click Apply View.

My Renewal Lists

Applies to: Home Center

As a part of  AMS360 Renewal Management, this view shows all renewal lists for which you might be responsible.

A Renewal List appears in your view for one of the following reasons:

You are responsible for the list itself allowing you to see all policies included on the list.

You are responsible for one or more policies on a list. The list shows only those policies assigned to you - unless your security allows you to see all assigned policies and lists.

You have been added as a List CC party for a list, and the list appears for your reference. You will see all policies included on the list; however, the Send to 'Assign To' Employee and Delete buttons are disabled for the list.

You are designated as an Out of Office backup employee for another's list or policies.

Key Fields

Expiration Date Range

Select a date link to  populate the policy information into the second list. This also opens the Renewal List Tool data entry form More...

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.

Status

The Status is Incomplete until the renewal is created and then changes to Complete.

Policy #

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

Customer

Click to open the customer record in the Customer Center.

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 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

Indicates the progress or renewal status of the expiring policy.

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

Click 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.

Would you like to...

Use the Renewal List Tool to create a Renewal List for yourself, or assign a Renewal List to responsible employees. More...

To create and assign Renewal Lists and policies, you must have permission for secured item Menu - Toolbox: Renewal List Tool  in Security Group Setup. More...

From the first list you can do the following:

Preview the Renewal List Report. More...

Assign and send Renewal Lists to assigned employees. They will see their applicable renewals when they next refresh their Home Centers. More...

Delete a Renewal List. More...

Assign and Delete only apply to lists for which you are the designated Responsible party.

From the second list you can do the following:

Change Complete Status between complete and incomplete for items in the list. Select a single row's check box or select all rows with the check box in the column header.

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.