Renewal processing
Renewals prepared with the changes since last term
How a run goes
The steps this agent takes, in order, and what each one leaves behind.
Reads the expiring policy, the claims and the account updates
Prepares each renewal from the expiring policy, the claims during the term and the changes the insured reported
Prepares the renewal and finds the referrals
Flags the renewals that need the underwriter because of losses, growth or a change in operations
Drafts the offer and the notices
Drafts the renewal offer and the broker notice on the timeline the state requires
Works in
SAP, Salesforce, Box
SAP, Salesforce, BoxWhat it does
- Prepares each renewal from the expiring policy, the claims during the term and the changes the insured reported
- Flags the renewals that need the underwriter because of losses, growth or a change in operations
- Drafts the renewal offer and the broker notice on the timeline the state requires
Connects to
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