Renewal Management: Renewal List Tool
Use the Renewal List Tool to create a renewal list for yourself, or assign a renewal list and/or expiring policies to responsible employees.
To create and assign renewal lists and policies, you must have permission for secured item Menu - Toolbox: Renewal List Tool in Security Group Setup.
Step 1: Accessing the Renewal List Tool
Take one of the following actions to access the tool:
- Select the Renewal List Tool from the 360 Toolbox menu.
- Select Renewal List Tool from the Toolbox menu of the Policy data entry form.
Step 2: Enter Criteria for Policies on Your List
The criteria you enter in the form determines which policies appear on your renewal list.
Next, you will enter information about the assigned employees and other recipients in the Renewal List Tool.
Step 3: Assign and Distribute to Employees
This portion of the procedure determines which employees will receive data from this list in their Home Center > My Renewal Lists view. Recipients may receive the entire list of renewals, or they might receive only one or more of the expiring policies on the list.
If you have just created a Renewal List for which you are responsible, click Send to "Assign To" Employee to immediately distribute assigned expiring policies to the "Policy Assign To" personnel. (The renewal list will simultaneously be distributed to your Home Center—assuming you have selected your employee name as the list's Responsible party.)