Renewal List - Policy Comments
As part of the Renewal Management workflow, use the Renewal List - Policy Comments form to select a new Assign To employee for an expiring policy.
You can access Renewal List - Policy Comments from the Policy form if comments already exist. Otherwise, you must access it from the Home Center.
From the Home Center
- On the Views menu, click My Renewal Lists.
- Select the applicable Renewal from the first list to populate the policy information to the second list.
- In the Actions column of the policy row, click Renewal Comments to open the Renewal List - Policy Comments data entry form.
From the Policy form
- In the Customer Center, select the customer.
- On the Views menu, click Policies.
- To create a new form, click New Policy.
- or -
To modify an existing policy, click the policy number you want to edit in the Policy # column.
- Expand the Basic Policy Information section.
- Click the Renewal Comments link.
Fields/Options | What is this? | ||
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Renewal Comments |
Enter comments in the text box. |
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OK |
Click OK to save renewal comments to the policy. The form closes and your Home Center refreshes.
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Cancel |
The form closes without saving. |
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Create record for the comments above |
Click the appropriate link to log a record of these comments: Activity opens an Activity form with Policy, Customer, and Description data prefilled Note opens a blank Note data entry form with Customer, Policy and Note Text data prefilled. |