Renewal Management: My Renewal Lists View

Renewal Lists are distributed from the Renewal List Tool to the Home Center > My Renewal Lists view for selected personnel.  

 

You can customize your My Renewal Lists view so that it displays only the data relevant to your workflow by setting View Options. See Related Topics for more information.

The grid in the top portion of the My Renewal Lists view lists your Renewal Lists, based on the criteria specified below. As you select a Renewal List at the top, the policies on that list are shown in the Policy Details List in the lower portion of the view. You can resize the view by dragging the gripper tool, located at the top center of the Policy Details section. When you hover on the gripper tool, the mouse pointer changes to a crossbar. Click and drag the gripper to move it up, which allows you to see more policies in the policy detail grid or move it down, which allows you to see more of the Renewal List.

Beginning with AMS360 Version 23R2, two new columns have been added to each view, where users can now see "Parent Company" and "Writing Company" information.

A Renewal List appears on your view for one of the following reasons:

The following sections discuss the actions you can take on Renewal Lists.

You must be the list's assigned Responsible personnel in order to assign the expiring policies.

Take these steps to assign the list:

  1. Select a renewal list in the first grid. The policies are listed in the Policy Detail grid.
  2. In the Policy Detail grid, verify that the names in the Assigned To column are correct for each policy.

    If not, you can change the Assigned To name on a policy-specific basis. Click the name link to open the Renewal List Policy Re-Assignment form. Select an employee, enter optional comments, and click OK.
  3. In the Select column, select the box next for each policy to assign. (Note that the check box is disabled if you are not the employee designated as Responsible for the list.)
  4. Click Send to Assign To Employee. The assigned employees will see their applicable policies when they next refresh Home Center.

The Renewal List Report provides information about the state of expiring policies on a selected list. You can print the list or export it to a select file type (e.g., .xls for use with Microsoft Excel® ; .doc for use with MS Word® .)

If you are designated as Responsible or List CC for a renewal list, you can create a report for the entire list. Otherwise, you can run the report only for those policies assigned to you.

Follow these steps to access the Renewal List Tool to re-assign the list.

  1. Click the link in the Expiration Date Range column for the list you want to view. The Renewal List Tool opens with criteria selection fields in view-only mode.
  2. Select a different Responsible employee name.
  3. Click Run List.
  4. Click Send to Responsible Employee. When the respective Home Centers are next refreshed, the list will move from the former Responsible employee's Home Center to the new assignee's Home Center.

You must be the list's assigned Responsible personnel to delete the list.

Take these steps to delete the list:

  1. In the Renewal List grid, select the list you want to delete.
  2. Click Delete.

    (Note that the Delete button is disabled if you are not designated Responsible for the list.)

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