Renewal records
Each renewal is a tracked record with status and dates.
Renewals
Don't let renewals become a last-minute exercise.
Renewals in i23CRM are records with owners, dates and history, not reminders sitting in someone's calendar.
The problem
Renewal work tends to start too late.
- Expiry dates live in separate spreadsheets
- Nobody owns the renewal until it becomes urgent
- Prior-term context has to be reassembled manually
- Retention risk is only visible after the fact
The approach
Renewal records tied to the policy they belong to.
Because renewals reference the policy, the insured and the team, the work can be staged and tracked like any other part of the lifecycle. The timeline below is a workflow concept, not customer data.
Policy linkage
Prior-term detail stays connected to the renewal.
Ownership
Assign renewals so responsibility is explicit.
Activities
Follow-ups and interactions stay on the record.
Documents
Renewal paperwork lives beside the policy history.
Pipeline view
See renewal work alongside new business.
Workflow
How it moves through the platform
- Identify
- Prepare
- Market
- Quote
- Renew
- Renewal work that starts on schedule
- Clear ownership of every expiring account
- Prior-term context available immediately
- Retention treated as an operating process