Set up renewal business notices

The table below summarizes BriteCore’s new business notices and their uses:

TitleUsageTrigger
Renewal Reminder – Renewal Billing OfferRenewal Business WorkflowWhen a renewal is offered but unpaid, this is sent in place of a Notice of Cancellation – Non-Pay

Renewal reminder – renewal billing offer

Setup

This deliverable is used to override the Notice of Cancellation Non-Payment of Premium when a Renewal Billing Statement is unpaid.

To enable:

  1. Navigate to Settings > Modules > Policies > Policy Lifecycle > Non-Pay > Renewals.
  2. Check the For renewals, send the “Reminder Notice – Renewal Billing Offer” in place of the “Notice of Cancellation, Non-Payment of Premium” setting

Ex:

REMINDER BILLING NOTICE

Your existing policy {policy_number} will expire on {expiration_date}. A renewal offer was previously mailed to you.

In order for you to accept this renewal offer, we must receive your payment in our office on or before the due date of {expiration_date}.

If [carrier name] does not receive your acceptance of this renewal offer with payment of premium by {expiration_date}, your existing policy and this renewal offer will expire as of 12:01 am {expiration_date}.

PLEASE NOTE: THIS IS THE FINAL NOTICE YOU WILL RECEIVE