8 lines
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1.1 KiB
Markdown
8 lines
No EOL
1.1 KiB
Markdown
# Purpose
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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.
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## Default Renewal Group and Client Renewal Date
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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
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## New Client
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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. |