Policy hold actions in renewals

If a policy hold blocks a renewal policy transaction, the Actions > Policy Hold menu appears for that policy transaction and has the following menu item:

Menu item	Description
Do not issue when hold released	Do not issue the policy when PolicyCenter releases the underwriting hold. When the Policy Hold Job Evaluation batch process runs, if the policy hold has been deleted or no longer applies, the renewal does not return to automated renewal processing. An activity is sent to remind the producer to retry issuing the renewal.
Allow issuance when hold released	This is the default setting. Issue the policy when the underwriting hold is released. When the Policy Hold Job Evaluation batch process runs, if the policy hold has been deleted or no longer applies, the renewal returns to automated renewal processing. PolicyCenter issues the policy when the renewal processing completes.

Menu item

Description

Do not issue when hold released

Do not issue the policy when PolicyCenter releases the underwriting hold.

When the Policy Hold Job Evaluation batch process runs, if the policy hold has been deleted or no longer applies, the renewal does not return to automated renewal processing. An activity is sent to remind the producer to retry issuing the renewal.

Allow issuance when hold released

This is the default setting. Issue the policy when the underwriting hold is released. When the Policy Hold Job Evaluation batch process runs, if the policy hold has been deleted or no longer applies, the renewal returns to automated renewal processing. PolicyCenter issues the policy when the renewal processing completes.

Note: If a renewal has been escalated to manual processing for another reason, then PolicyCenter does not return the renewal policy transaction to automated processing. This behavior applies even if the policy is set to Allow issuance when hold released. For example, assume the producer modified the renewal and adjusted a coverage limit without attempting to issue the renewal. PolicyCenter will not return the renewal policy transaction to automated processing even if the policy hold is released.