Configuring batch process renewals

PolicyCenter has a batch process that automatically finds policies that are ready for renewal. In the default configuration, PolicyCenter starts renewals based upon the expiration date, the renewal process lead time, line of business, jurisdiction, and time of year. If the expiration date of the policy period falls within the renewal process lead time, then the Renewal plugin calculates whether to start a renewal for the policy. Because the renewal process lead time is checked first, no policy will start automatic renewal sooner than this.

Renewal process lead time is specified in the RenewalProcessLeadTime parameter in the config.xml file.

Note: There are several factors to consider in scheduling the batch process. For more information, see Starting renewals using a batch process.

The following illustration shows how the Policy Renewal batch process evaluates whether to create renewal jobs for policy periods.

PolicyCenter handles the renewal job process through a series of workflows that monitor its progress and move it to the next step. This series of workflows is the optimal way to begin renewals.