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Keeping policies in force and staying on top of the daily follow-up work are two sides of the same job. Insurance Advisor helps with both automatically: it opens a renewal for every policy that is coming due and prioritizes it by how close the due date is, and it keeps each advisor a running task list of follow-ups, renewals, KYC, and document work. This page covers renewals and tasks together.

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Policy renewals

A renewal is the record of a policy coming up for its next premium or its next term. The system creates renewals for you: each day it looks for active policies falling due within the next 30 days and opens a renewal for each, guarding against duplicates, so you never have to scan the book by hand.
Each renewal is given a priority based on how many days are left until it is due, and a best-effort premium-due reminder is sent to the client. The closer the due date, the higher the priority, so the most urgent renewals rise to the top on their own.

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Field guide: the renewal record

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The renewal lifecycle

Pending

The renewal has been opened and is waiting to be worked.

Reminded

The client has been reminded that the premium is due.

Renewed

The client renewed and the policy carries on in force.

Lapsed

The renewal was not paid and the policy lapsed.
1

The renewal is opened for you

Each day the system opens renewals for policies due within 30 days and reminds the client.
2

Work the renewal

Contact the client (the contact mode records how), and update the status as you go.
3

Close it out

Record the payment, which renews the policy, or mark the renewal Lapsed if the client does not pay in time.
A renewal reminder is a prompt, not a guarantee of payment. Follow up on the highest priority renewals before the due date: an unrenewed policy can slip into a lapse once it passes its grace window.

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Agent tasks

A task is a single piece of work on an advisor’s list: a follow-up call, a renewal, a KYC to complete, or a document to chase. Some tasks you create yourself; many are opened for you by the system as things happen (a new lead opens a first-contact task, and a high lapse risk opens an alert task). Open Tasks in the advisor portal to see your list.

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Field guide: the task record

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How tasks are created and closed

1

Tasks appear on your list

Some you add yourself; others open automatically, such as a first-contact task when a lead is created or an alert task when a policy is flagged at high lapse risk.
2

Work the task

Open the task, use the linked lead, client, or policy to act on it, and move it from Open to In Progress.
3

Mark it done

Complete the task to stamp when it was finished and clear it from your open list.
A task you do not finish by its due date is flagged Overdue automatically each day, so nothing quietly falls off your list. Work overdue and high-priority tasks first.

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Who does what

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Dependencies

  • Before renewals appear: active policies with a next due date must exist. See Managing policies.
  • What renewals and tasks feed: a renewal that is paid is recorded as a premium payment (see Premiums and commissions), and completing tasks keeps leads moving and policies in force.
  • Where tasks come from: the pipeline and the policy book open them for you, from a new lead’s first-contact task to a lapse-risk alert.

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Best practices

  • Work by priority. Both renewals and tasks are prioritized for you: start with Critical and High renewals and Overdue tasks, and the urgent work stays covered.
  • Update the status as you go. Move a renewal to Reminded and a task to In Progress so your list reflects reality and nothing looks stuck.
  • Renew before the grace window closes. A renewal left too long turns into a lapse; reach the client while there is still time to pay.
  • Do not let tasks pile up. Clearing tasks as they come keeps the automatic Overdue flag from burying the ones that matter.