We've added 2 new stages to the Renewal Pipeline to make working your renewals that much easier!
The Working Renewal stage is designed for you to place any renewal that is actively being worked. Whether that be a personal lines policy that is getting re-shopped for any reason or a commercial policy that you need to collect all pertinent information to submit to the carrier to get a renewal quote. There is also an automation tied to this stage that is similar to the Working stage in the Sales Pipeline in that it creates Tasks for whomever the renewal is assigned to.
The Renewal Ready staged was designed for agents that want to present the renewal information to the insureds personally, rather than emailing it off and hoping they renew. This is especially helpful for any renewals that may have taken a particularly high rate increase as well as commercial renewals that may have several policies to be reviewed with the insured. There is also a campaign associated with this stage which will send emails and texts to the insured to get them to set up a time with you to do the review.
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