Not Renewable Field in Policy and Classic Producer Broker Report

Note: This update is part of the AMS360 21R1 release. Navigate to the AMS360 2021 R1 Release Notes to review other enhancements and fixes that were part of the release.

The Create New Policy winform now includes a Not Renewable field where you can denote if a policy is a recurring or a single policy term. With this new feature, tracking year-over-year revenue will be easier in reports. Your selection will persist on Copy, Renew, and Rewrite actions, and invoicing will lock the selection. Policies created manually, through web services, or through download will default to unchecked.

Policies that are marked as Continuous will automatically lock the Not Renewable field until Continuous is unchecked. Likewise, policies that are marked Not Renewable will lock the Continuous field until Not Renewable is unchecked.

Not Renewable field

A new column has been added to the Classic Producer/Broker Report that displays if the policy is Not Renewable.

Not Renewable column