Renewal pipeline automation based on departments for AMS360
Description: You can now set renewal automation based on each department. Benefit: More flexibility to create renewal automation. Navigation Navigate to the Pipeline module. Access
Renewal automation
Renewed automation for HawkSoft
While setting up a policy, you will need to input the expiry date and renewal date for when the policy will get renewed. Therefore, when
Restrict lines of business in Renewal Automation
Description – Restrict specific policy categories during renewal automation Use Case – Renewal Automation that makes it easier if agents do not want to create
