Tips for Managing Renewals

Start the renewal process well in advance of the expiration date to avoid lapses in coverage.
Use predefined templates for renewal communication to maintain consistency.

Verify all policy updates, including coverage changes, before submission.

Checklist for Renewals:

Access the Renewal Work Queue.

Update coverage, limits, and effective dates.

Send applications with supporting documents to agents.

Follow up at 60-day and 30-day intervals.

Finalize renewal and verify all changes.