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Policy Renewals
Use the Policy Renewals Data Processing Engine template to get a list of insurance policies that are up for renewal in the next 30 days.
Here are the key nodes used in the Data Processing Engine template:
| Node Name | Node Type | Description |
|---|---|---|
| Insurance Policies | Data Source | The data source for insurance policies. |
| Status | Filter | Filters insurance policies that are in In Force and Unrenewed status. |
| Months before Renewal | Formula | Calculates the number of months between the policy renewal date and the current date. |
| Renewal Date | Filter | Filters the insurance policies that are expiring in the next 30 days. |
| Policy Renewals | Writeback Object | The dataset containing in-force and unrenewed insurance policies that are up for renewal in the next 15 days. |
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