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Getting started
From an empty account to your first morning email, in an afternoon.
Renewal Book keeps every policy in order of its renewal date, and emails you each morning with what's past due and what renews this month.
- Import the spreadsheet you keep today, or an export from your management system (CSV or Excel).
- Look over Book health for anything the import couldn't sort out, like missing dates.
- Choose who gets the morning report, and send yourself a test.
- Work the list: mark policies contacted, quoting, renewed, won or lost.
The Get set up checklist above the radar tracks these for you. Each step ticks itself when it's done.