Re-Assign Expiring Policies
As part of the Renewal Management workflow, use the Re-Assign Expiring Policy form to select a new Assign To employee for an expiring policy. You can also enter comments on the form, which will flow to the Renewal List - Policy Comments form.
Accessing the Re-Assign Expiring Policies form
- Open the Home Center.
- On the Views menu, click Views > My Renewal Lists.
- Select the applicable Renewal from the first list to populate the policy information to the second list.
- For the policy you want to re-assign, click the employee name link in the Assigned To column. The Re-Assign Expiring Policy form opens.
Re-Assign Expiring Policy Sections
| Fields/Options | What is this? |
|---|---|
|
From |
View-only field. Displays the name of the employee currently assigned to the policy. |
|
Assign To |
From the list, select the name of the employee to whom you want to re-assign the policy. |
|
Comments |
Enter comments in the text box. Comments flow to the Renewal List - Policy Comments form. |
|
OK |
Click OK to re-assign the policy to the Assign To employee. The form closes and your Home Center refreshes. When the Assign To employee next refreshes their own Home Center, the policy will appear assigned to them. |
|
Cancel |
Click to cancel the re-assignment. The form closes. |