Using the Manage Renewals feature: Renewing Policies and Sending Renewal Emails

Last Updated: January 2023

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This article explains how the BindHQ Renewal Manager works.

 

The renewals manager enables users to send out renewal emails with variable email body and attachments from a single screen, and to create renewal applications without any further manual intervention, saving huge amounts of time for the users doing this work.

This article explains how to:

• Access the renewals manager
• Renew a collection of policies
• Send renewal emails about a collection of policies
• Renew & Send renewal emails about a collection of policies in one step

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Accessing the Renewals Manager

 

You can access the Renewals Manager by navigating to

Reports > Renewals > Manage Renewals

 

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Renewing a Collection of Policies

Renewing a collection of policies is very simple and straightforward. First, run the report, then select the policies you want to renew, and then click the "Renew" button.

You will then get a modal containing the numbers of the policies you selected, ensure the selected policies are correct, and click "Renew Policies"

 

 

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Send renewal emails about a collection of policies

You might want to send renewal emails but NOT renew the policies.

In that case, you click the "Send Email" button after selecting the policies, which will open the email modal that you can use to compose your email.

 

Using the Email Modal

The email modal consists of 3 main sections:

• At the top of the modal, you will see the numbers of the policies you selected so you can validate you selected the correct policies.
• Next is where you can write/preview your email. You can choose a template that was previously configured, and edit it. Or you can start writing your email right away.
  
  You can toggle between the Write/Preview tabs to see how your email would look when sent to users.
  
  
  

  NOTES!
  
  - If you are not sure how to configure email templates, please refer to the documentation we have about Managing Email Templates
  
  
  
  - When composing email, you can use the same Replacements you would use for creating
  
    an email template.

• Next is where you can add attachments.
  
  You can either use documents from the Document Library as attachments, or upload them from your computer, or you can use both.
  
  Documents from the Document Library will be listed first in the attachments section, you can filter these documents using their name, description, or line(s) of business.
  
  
  

Once you are done writing the email, and adding the attachments, you can click the "Send Email" button at the bottom of the modal, which will send the emails WITHOUT renewing the policies.

 

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Renewing & Sending renewal emails about a collection of policies in one step

You might also want to send emails and renew the policies at the same time. In order to do that you can click the "Renew Policies and Send Emails" button after selecting the policies, which would open the email modal that you can use exactly the same as you do for sending renewal emails, once you are done composing the email and adding the attachments, you can click the "Renew Policies and Send Emails" button at the bottom of the modal to send the emails AND renew the policies.