For agencies and producers

Renew A Policy

Renew an expiring policy from your Renewals list and see where the renewal lands.

Watch one policy renewed, from the Renewals list to Sold

Step by step

4 steps

Step 1 of 4

The Renewals tab lists every policy expiring within 60 days.

NextFind the same policy on your Pipeline.
Step 2 of 4

The Renewals column on your Pipeline board shows the same policies, each with a Take renewal button.

NextTake renewal on the one you want.
Step 3 of 4

Take renewal opens the renewal already filled in from the policy and linked to it. Check it, then choose Renew Policy.

NextSee where your renewal lands.
Step 4 of 4

Your renewal is created Bound and shows under Sold, in Bound › Binder, until the carrier’s policy number is on it. The policy you renewed stays under Sold, in Bound › Policy, until it runs out.

On the board

What it means: The same expiring policies your board shows, as a table.
What is happening: Everything that runs out in the next 60 days, soonest first, with the policy number, the carrier, the coverage, the start date and the premium.
What happens next: Renew each one before it runs out. Take renewal lives on your Pipeline, under Renewals.
What you may need to do: Check the client’s details are still right before you renew.
What you can do here: You can open any line to see the business behind the policy.

What it means: Policies you already sold that run out in the next 60 days.
What is happening: Each card counts down to the day coverage ends, soonest first, next to the premium and the policy number.
What happens next: Take renewal opens the renewal, filled in from that policy; Renew Policy creates it, Bound, under Sold. The policy itself stays under Sold until it really expires.
What you may need to do: Check the client’s details are still right before you send the renewal in.
What you can do here: You can take any renewal in your book from here.

What it means: Businesses and people sent your way that are not an application yet.
What is happening: Each card shows the contact, whether it is a business or a person, their email and phone, and the day it arrived.
What happens next: Move to New turns a lead into an application. It then waits for a Cennairus agent, under In Review.
What you may need to do: Have the business and the line of coverage ready before you move one across.
What you can do here: You can move any lead into your pipeline from here.