Renewal Risks tile

This tile shortcuts you to risks flagged for renewal. Reminders are only available if Underwriters have provided you this option and you have selected 'yes' to receiving a renewal reminder prior to selecting Generate Quote. 

Proposals in this tile will be fully populated with an adjusted date. Please review the accuracy and completeness of the information included prior to generating your quote.   

Quick tip! The renewal application/proposal will move from this tile once you open it; use the Search option from your menu bar to locate it; in general once you have opened it, the risk may later appear under Proposals to be Completed,  Quoted Risks, or SAU Risks Pending

When are reminders sent?

Underwriters determine the setting for when reminders are sent. Reminders will be sent in advance of a key date(s) in the proposal form/application and they will only be sent for certificates/policies that are expired. 

Disclaimer! The Knowledge Centre covers all features of the Glide platform. Some details in this article may not be applicable to your version of Glide.