Policy Reviews

The ‘Renewals’ tab show all plans which are due for Review within a certain month. This is added in one of two places:

  • In the ‘Next Review date’ field on the Product section of a Holding;
  • Within Clients > Servicing.  

Once this information has been set, within Admin > Reviews > Renewals there will be a list of all holdings which need to be reviewed.

When the renewal has been carried out there are the same buttons here that can be used for the client reviews.    There is the blue arrow   that will allow each holding renewal date to be moved individually, or the   - which will roll forward the dates for all the holdings (for more information refer to section 11.2.1).