The presence of a Renewal Flag on an individual policy stops the policy from processing through the Automatic Renewal program. To indicate that a particular policy should be reviewed prior to Automatic Renewal processing, the agent may enter a flag on a policy using the Notes function.
Access the policy to be reviewed at renewal.
Choose the Notes link in the Quick Links pane.
Select the New button.
Indicate the level to which the Note is to be attached in the Attach to Level section of the Attach Note screen. Since the Note relates to policy renewal review, choose Policy.
Select Attach to return the New Note screen.
The system defaults basic information related to the Note once saved: From, Written Date, and Attach Level.
Re: Enter a regarding line for the Note.
Options: Select the Check on Renewal check box to indicate that the information contained in the Note should be reviewed prior to renewing the policy.
Text: Enter the Note's text in the lower portion of the screen; be as specific as necessary.
Selecting Save returns the Note screen with the Note listed and available for review.
When the Automatic Renewal Program is run, any policies marked with a Check on Renewal Note flag do not pass through the processing. They are placed in a "Pending" status. These policies must be individually reviewed to determine the course of renewal processing. If you are the owner of the Note, remove the check mark (Yes) from the Check on Renewal field; should be blank. If you are not the owner of the Note but have the authority, "Check on Renewal," (Notes group), you may still remove the check mark.
After policy review, if renewal processing is acceptable, the Check on Renewal flag may be removed from the Note, and the policy passes through the next session of the Automatic Renewal program. Otherwise, the policy may be manually renewed.