Set up timeline for Notice of Non-Renewal

In accordance with state regulations, clients can define the number of days prior to policy expiration that a Notice of Non-Renewal must be sent. The timeline for Notice of Non-Renewal can be defined by one of two settings: 

  • The Number of Days Prior is the same for all policies’ expiration dates: This setting allows clients to define the number of days prior for all months.  
  • The Number of Days Prior varies depending on the expiration date of the policy: This setting allows clients to define the number of days prior for each individual month. 

Define number of days prior for all months

To define the number of days (for all months) prior to policy expiration that the Notice of Non-Renewal must be sent:

  1. Navigate to Settings > Modules > Policies.
  2. Beneath Policy Lifecycle, select Edit. The Confirm pop-up window will open with the following message: You are about to leave the page. Would you like to save your data before proceeding?
  3. Select Yes. The Policy Lifecycle screen will display.
  4. From the Choose a State dropdown list, select the state you’re setting the non-renewal timeline for.
  5. Select one of the following options:
    • Lifecycle Parameters Are the Same for All Business
    • Lifecycle Parameters Are Defined Per Policy Type
      Note: If you select the Lifecycle Parameters Are Defined Per Policy Type option, you will be prompted to select the policy type that you’re applying the non-renewal timeline to, from the Policy Type dropdown list.
  6. Select the Non-Renew tab.
  7. Under Notification, navigate to and select The Number of Days Prior is the same for all policies’ expiration dates.
  8. From the Number of Days Prior dropdown list, select the number of days prior to policy expiration that the Notice of Non-Renewal must be sent.
  9. To save this change, select Save or Save and Exit.

Define number of days prior for individuals month

You can further define the Notice of Non-Renewal timeline by using The Number of Days Prior varies depending on the expiration date of the policy setting. This setting is typically used by coastal writers who must provide additional notice during hurricane season.

To define the number of days (for each individual month) prior to policy expiration that the Notice of Non-Renewal must be sent: 

  1. Complete steps 1–6 above.
  2. In the Notification section, navigate to and select The Number of Days Prior varies depending on the expiration date of the policy. The Number of Days Prior Per Month box will display.
  3. In the box next to each month, type the number of days prior to the expiration date that the Notice of Non-Renewal must be sent.
  4. Select Save or Save and Exit.