The Non-Renewals Dashboard enables credentialed users to view your agency’s policies pending non-renewal in real-time. The agent of record will also receive an email for pending non-renewals.
The Dashboard is on the Portal sidebar and displays information such as Policy Information, Agent, Premium Amount, Non-Renewal Reason, and Expiration Date.
To the upper left is a drop-down menu of all the agents in your agency. You can filter non-renewals by the Agent Of Record on the policy.
To the lower left, a drop-down menu will allow you to display up to 20 policies per page.
Clicking on the policy number will take you to the agent dashboard within the policy itself.
For further assistance, please contact us via our webform or Live Chat. The Customer Experience Team doesn't have information or insight regarding reasons for non-renewals listed as other. If you have questions, contact your Agency Success Manager.