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Automatic Renewal Reminders Sent Out
Automatic Renewal Reminders Sent Out

If you want to make sure that your clients are informed about their renewal - use the "Renewal Settings" under Configuration>Settings

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Written by Annelli Bradbury
Updated this week

If you want to make sure that your clients are aware that their policies are coming up for renewal and would like to not have to remember to send out the renewal letters then use the Renewal Settings.

This will take you to the screen that will show you the email that will be sent out to the client as well as what the renewal window is:

You will see that the toggle at the top is purple - this means that the feature has been turned on - if it is grey then it is turned off.

This will be sent out from the Account Handler, if one isn't there then it will be sent out from the user who created.

The email will go out at the same time that the task gets created on BrokerCentral and will appear on the timeline for that client.

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