Loading
Salesforce now sends email only from verified domains. Read More
Insurance
Table of Contents
Select Filters

          No results
          No results
          Here are some search tips

          Check the spelling of your keywords.
          Use more general search terms.
          Select fewer filters to broaden your search.

          Search all of Salesforce Help
          Renew Policies

          Renew Policies

          Now, a couple of clicks is all it takes to renew a policy for all lines of business.

          Where: This feature is available in the Insurance Application Suite under Property and Casualty Application.

          Why: When a policy is due for renewal, the renew policy option automatically appears in the Actions. You can start the renewal from the Lex Console. The renewal date is auto-selected but you can modify coverages for insured items and you're done! It's as simple as that.

          How: The Renew Policy Business Process is built using an OmniScript. You can find the renew policy OmniScript in the OmniStudio OmniScript Designer under:

          • Type: insFSC/RenewPolicy

          • Version Name: Renew Policy FSC

           
          Loading
          Salesforce Help | Article