Renewal Tracking

Overview

The renewals workflow begins approximately 90 days before a policy expires. LAMS tracks each policy’s renewal status, sends solicitation emails to producers, and routes responses back into the underwriting workflow. This page covers how to monitor and act on renewals.

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Monitoring Renewals

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Renewals smart table showing policy number, insured name, expiration date, renewal status, solicitation sent date, and producer response

Renewals smart table showing policy number, insured name, expiration date, renewal status, solicitation sent date, and producer response

Navigate to Renewals > Renewal Tracking to see all policies currently in the renewal cycle.

Key columns to watch:

Column	What to look for
Expiration Date	Sort ascending to prioritize the soonest-expiring policies
Solicitation Sent	Confirm that the first solicitation email went out
Producer Response	Blank = no response yet, needs follow-up
Renewal Status	See where each policy is in the renewal cycle

Renewal Workflow

1. LAMS identifies policies expiring in the next 90 days.
2. A renewal solicitation email is sent automatically to the assigned producer.
3. Follow-up solicitations are sent if there is no response.
4. When the producer submits a renewal, the application is created in LAMS and processed through the standard underwriting workflow.
5. Once rated and bound, the renewal policy receives a new policy number and moves to In Force.

Renewal Solicitation Emails

Solicitation emails are sent automatically by the system on a continuous schedule. You do not need to send them manually unless a specific producer requests a resend.

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Renewal email history panel showing date sent, recipient, email type, and delivery status for each solicitation

Renewal email history panel showing date sent, recipient, email type, and delivery status for each solicitation

To view or resend a solicitation:

1. Open the policy from the Renewal Tracking table.
2. Navigate to the Email History tab.
3. Click Resend next to the solicitation you want to resend.

Processing a Renewal

When a producer confirms they are renewing:

1. Open the policy in Renewal Tracking.
2. Click Create Renewal Application.
3. The system copies the current policy data into a new application.
4. Review and update any information that has changed.
5. Process through the standard workflow: rate → quote → bind → pay → issue.

Note

Renewal applications are processed the same way as new business, except the prior policy data is pre-populated. Always verify that underwriting information is still accurate — revenue, staffing, and claims history may have changed.

Non-Renewal

If a policy will not be renewed, see Non-Renewal for instructions on how to close out the policy and generate the required notice.

Tip

Filter the Renewal Tracking table to show policies expiring in the next 30 days to prioritize your workload. Policies without a producer response should be followed up immediately.