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Renewal settings, client setup queue, manager setup page, combobox grouping, nav updates

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lorentz 2026-04-10 13:50:04 +00:00
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# Purpose
They are used to group together insurance policies with similar renewal dates or common tasks. They can be assigned by the system, manager, or end user.
## Default Renewal Group and Client Renewal Date
The renewal date field for this renewal group will be the `renewalDate` for the client. If the client doesn't have any renewal groups and only has a single policy then the renewal date of that policy will be used. If neither of these scenario's fit then the client does not have a renewal date and one must be assigned by a team member
## New Client
When a client first appears in the system (they would've been synced from AMS360) they will need to be assigned a `renewalDate` and a `claimsAdvocate`. At this time the manager/admin will be able to view any policies (their respective renewal dates) - and see system generated recommendations for Renewal Group and Renewal Date. They can accept the recommendations and assign an advocate, or modify any part. This would include not making a renewal group, manually setting a Renewal Date - or adding any client, or policy specific notes.