Renewal List Tool

The AMS360 Renewal Management feature set is a paperless means of tracking your agency's renewal workflow. Use the Renewal List Tool to set up and assign a list of renewals, as well as the expiring policies themselves, to responsible employees.

Once assigned, the renewal list appears on the My Renewals view of the assignee's Home Center, in the Renewal Lists section.

Once assigned, each policy renewal appears on the My Renewals view of its assignee's Home Center, in the My Expiring Policies section.

The criteria available for creating a Renewal List is similar to those available for creating an Expiration/Renewal Report - including customer name, policy term, policy number, company name, agency service group, and other details.

What's Next?

After you create and distribute a Renewal List, the recipients can view the list and/or expiring policies assigned to them. For more information, see Views > My Renewal Lists section in the Home Center.

For information about the Renewal Management workflow in AMS360, see Workflow: Use Renewal Management Features.

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