Sponsored by: Iowa Point 'N Click NetVU Chapter

Audience/Role: Client Service, Management
Skill Level: Foundational (Beginner/New User), Intermediate

If all you are doing is running an expiration list for renewals, then you are missing opportunities not servicing your clients. This session coveredd using the Renewal List Tool with Renewal List and Expiring Policy views with all key Smart Actions. You will never miss a renewal again or be surprised by what stage each expiring policy is in during your renewal process.

Content Leader: Angela Painter, CPCU, CISR, CPIW, NAIW | Regional Manager | Angela Adams Consulting