Change policy’s renewal status to Non-Renew

You can change a policy’s renewal status to Non-Renew from the policy header of the policy’s Overview screen.

To change the renewal status to Non-Renew:

  1. Select Policies and Quotes.
  2. Search for and access the policy you want to label as non-renew. You will be directed to the policy’s Overview screen.
  3. In the policy header, select More. A dropdown list will display. See Figure 1.
  4. Select Non-Renew. The Non-Renew Policy dialog box will open.
  5. From the Reason dropdown list, select the reason that best describes why the policy shouldn’t be renewed.
  6. In the Description box, type additional information regarding the decision to non-renew the policy.
  7. Select Confirm.
Figure 1: The dropdown list displaying the Non-Renew link when the More link is selected.

Usage considerations

When you change a policy’s renewal status to Non-Renew

  • The system will create an entry in the Policy History tab of the Overview screen.
  • The system will add a note to the policy’s Notes screen regarding the renewal status change.
  • The Non-Renew option will be removed from the dropdown list that opens when you select More
  • If you select Renew Policy on a policy with a Non-Renew renewal status, the option Schedule without changes will appear along with the additional options Now with changes and Now without changes.
    • When you select Schedule without changes, the system adds a transaction entry to the Policy History table that indicates the Non-Renew status was rescinded. 
    • If you select Now with changes or Now without changes, the policy will renew; however, the Non-Renew status won’t be removed.