Renewal management
No more renewals that creep up unseen.
Every renewal sits in a pipeline with its due date, status and next follow-up, from collecting data with the units to placing the cover.
See what is due
Renewals are grouped by how close they are, so the overdue and the urgent are the first thing you see.
- Lapsed or overdue, then 30, 60, 90 and 120 days
- Follow-ups for today, tomorrow and upcoming
- Who it is waiting on: units, insurer, broker or management
Run it as a process
Each renewal moves through the same stages, and the history stays with it.
- Collect data from the units
- Send RFQs, compare quotes and negotiate with your own premium history
- Approve, renew and carry the record into the new term
Questions
Can business units supply renewal data themselves?
Data collection is a stage in the pipeline, and pending items show by unit.
Does the history carry over?
Yes. A renewed policy links to the term it replaced, so premium and claims history stay available at the next negotiation.
Further reading: on the SAIBA blog.
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