Workflow: Using Renewal Management Features
The AMS360 Renewal Management feature set is a paperless means of tracking your agency's renewals and managing employee assignments. This topic describes three basic Renewal Management workflows:
- Renewal List Tool: Create and assign a Renewal List and assign expiring policies.
- Home Center: Manage your own assigned renewals or renewal lists via My Expiring Policies and My Renewal Lists views.
- Out of Office: Designate a backup employee for your assigned expiring policies and/or Renewal Lists.
Whether certain workflows are useful or available to you depends on a variety of factors. For example, you may have robust Renewal Management security permissions, but your Customer security permissions disable certain links on the My Renewals view. You might want to create a Renewal List to track your own expiring policies - or perhaps a manager creates a list for you and distributes renewal assignments to your Home Center. Or maybe you are a manager responsible for an overall Renewal List, and you must assign expiring policies to others.
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