Renewal Book

Help center › Renewals

The renewal radar

Past due, 30, 60 and 90 days, and working the list.

The radar groups open policies by how soon they renew: past due, within 30 days, 31 to 60, and 61 to 90. Click a group to see only those.

Move each renewal along as you work it: contacted, quoting, then renewed, won or lost. Renewed and lost drop off the list, so what's left is what still needs you.

Policies long past due right after an import usually renewed and just carry old dates. Book health lists them: roll them forward to their next renewal date, or open any that really lapsed and mark them lost.

More on renewals

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