Create and Assign Renewal Lists and Expiring Policies

In AMS360, from the 360 Toolbox menu in the lower left corner of any web page, select the Renewal List Tool .

The criteria you enter on the Renewal List Tool selection form determines which policies appear on the renewal list and ultimately in the Expiring Policies panel in My Agency Home and My Expiring Policies view in the Home Center. You can use the default settings for the list or use the selections to reduce the number of renewals found for the list.

For our example we are going to create the Renewal list using the default selections for the report.

1. In the Renewal List Tool, leave the existing default criteria for the list.
   The critical step in creating the Renewal List is the to assign a Responsible Party and Policy Assign To.
   
   
2. Assign a Responsible Party and Policy Assign To, and then click Run List.
   The Selected Policies grid populates.
   
   

3. You have two options for handling the Renewal list you've just created:

• If the Rep on each policy should handle his/her own renewals, click Send to "Assign To" Employee. No Renewal list is created for the Responsible Employee, each Rep will see his/her policies in the My Expiring Policies view in the Home Center. Qualifying renewals will appear in the Expiring Policies panel on My Agency Home. (You may need to refresh the list to see the new policies in the panel.)
  
  For more information about when policies appear in the Expiring Policy panel see the last section in this topic: Why don't the My Expiring Policies view and the Expiring Policies panel show the same policies?
  
  If you choose this option you are finished. The renewals have been distributed. No further work is needed.
• If the person listed in the Responsible box will assign each renewal individually to the person who will work it, click Send to Responsible Employee. If you choose this option continue with Step 3 to assign the renewals.
  

4. After you've sent the list, close the page.
   You'll see the following message. The list has already been sent to the Renewal List view on the Home Center.
   
   
5. Click Yes.

This step is required if you chose Send to Responsible Employee when you created/sent the Renewal List. This procedure determines which employee sees each renewal in his/her Home Center > My Expiring Policies view and the Expiring Policies panel on My Agency Home.

1. In the Home Center click the My Renewal Lists view and select the renewal list you just created. At the bottom of the page are the individual renewals in the list. Note the Assigned To and Assigned Date fields.
   The renewals haven't been assigned so they don't yet appear in the My Expiring Policies view on the Home Center,nor the Expiring Policies panel on My Agency Home.
   
   
2. Click the Assigned To link for each renewal in the list. From the Renewal List - Policy Re-Assignment form, choose the person who is responsible for processing the renewal and then click OK.
   

   

3. When you've assigned all renewals, click Assign at the top of the Renewal List view.
   

You must click Assign to have the renewals appear in the assigned person's My Expiring Policies view on the Home Center and the Expiring Policies panel on My Agency Home.

After clicking Assign, the renewals appear in the appropriate view and panel.

The most common reasons why the two lists don't show the same policies are:

• The My Expiring Policies view on the Home Center can show renewals expiring over 60 days depending on the options selected in View Options for My Expiring Policies view.
  The Expiring Policies panel in My Agency Home only shows renewals expiring 60 days or less. The 60 day setting can't be changed currently.
• The renewals have not been assigned. Remember after running the Renewal List Tool the person assigning the renewals must click the Unassigned link for each renewal and choose the person who will be responsible for processing the renewal. After assigning the renewals the Assign button at the top of the My Renewal List view must be clicked.