1.1 KiB
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.