Description – Restrict specific policy categories during renewal automation

Use Case – Renewal Automation that makes it easier if agents do not want to create renewal cards for specific categories.

Process:

• Navigate to Pipelines and choose Action.

• Choose Pipeline Setting.

• Click on Renewal Pipeline
• Select the Yes/No toggle under Restrict policies of particular categories from renewal automation

Note: If you choose yes, renewal cards under policies will not be created for the categories that are selected and vice versa.