Create a pre-renewal direction

About this task

There can only be one pre-renewal direction on a policy.

Creating or changing a pre-renewal direction adds an entry to the history of the policy.

Navigate to a policy.
Select Pre-Renewal Direction from the Actions menu to view the Pre-Renewal Direction screen. If the policy has no pre-renewal direction, then the Details in the pre-renewal direction screen is initially blank.
To create a pre-renewal direction or modify an existing one, click Edit.
Select a direction from the drop-down list and set the security level which controls who can view it.
In the base configuration, you can specify that the renewal:
- Ends in non-renewal
- Ends in not taken
- Be referred to a customer service representative, underwriter, or underwriter assistant
If you selected a non-renew direction, click Add in Selected Non-Renewal Explanations to add a non-renewal explanation.