Create & Print Insurance Renewal Letters
Purpose
This
process provides the ability to automatically generate Insurance Renewal
letters
Renewal
letters will only be produced for policies whose policy types have the 'Renewal
Letter Required' flag checked
Prior
to running this process it is usual to first print the Insurance Policy
Expiry Report to identify all accounts for which a letter may be expected
to be generated.
Access
- Insurer | Create & Print Insurance Renewal Letters
Process
Field | Explanation |
Policy Type | Enter a policy type so letters can be generated for a specific policy If this is left blank, letters will be generated for all policy types due within the date range specified |
Renewal Communication Type | [F2] to highlight and |
Pay off Amount Threshold | If an account has a termination amount below this threshold no Insurance Renewal Letter will be created If no threshold is entered Insurance Renewal Letters will not be created if the account termination amount is <=0 (The termination amount is the pay-off amount less insurance rebate plus early term fee) |
Start Date | Letters will be created for all policy types due after this date |
End Date | Letters will be created for all policy types due before this date |
Print Option | Letters can be either created and printed or just created then printed at a later date If the Create Only option is used the letters can be printed from the Communication screen at the end of the day or sent out via Dispatch Centre |
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