We're excited to announce the release of our new and improved renewals system which will streamline how you renew your customers policies'. 

Here's everything you need to know following the release:

1. Revamped Renewals Report

We have completely changed how you look up what renewals need to be processed, in the new Annual Renewals report.

To see your full renewals report, you will need to navigate to the Reports tab in the top ribbon and then select Annual Renewals.

Once here, you will see the below image. You will need to select the period for when you want to see renewals for or, alternatively, you can click the handy "Show all Outstanding" button to see all your outstanding renewals:

Once you've selected your data period you can further filter the report the way you want it. Below are some examples of how you could filter your renewals:

Once you've filtered your report the way you want it, all the policies in that category will be shown in the same format as the example below:

Here you can see all the details from RenewalID's to their Name and the estimated Price of the renewal. Please bear in mind that the price shown is an estimate based solely on the base premium and does not include any medical screening premiums your client may need to pay, as your clients will need to confirm that no changes have occurred in their health.

If you're looking for a specific policy then you can use the brand new Search function within the report. You can put multiple criteria into this search bar to find exactly what you're looking for. For example, you could filter by a specific name and date like the example below and it will return any renewal matching that criteria:

This enables you to quickly and efficiently find the policy you're looking for, cutting the time it takes for you to get your client on cover.

2. Action Buttons

You'll notice to the right of each renewal in the report is an Action column which has numerous buttons for you to use.

From left to right, these perform the following functions:

• More information - Quickly access more information on the renewal you're looking at
• Print - Print off the renewal
• Email - Send the renewal to the associated email address or yourself if required
• Find the policy - This will take you to the Find a Policy report and pull up their existing policy
• Buy - Process the renewal there and then
• Exclude from Renewals - If your customer has decided not to renew, you can exclude them via this button. 

These action buttons allow you to perform the necessary task with ease, further streamlining your renewals experience.

3. Exceptions

Sometimes the renewals system cannot map an old policy to a new one for your clients. When this happens it is known as an Exception

As part of our overhaul of the renewals system we have made changes to how Exceptions work. The Exceptions system is now far more intuitive than it was previously meaning you should see less exceptions than you once did.

We have improved the mapping capabilities of the system so that issues with clients moving into a new age bracket, for example, should no longer show as an exception. 

However, where an exception is still present, the process has been completely simplified. When selecting an exception to process, a pop up window will guide you through the entire process, taking you step by step until you're able to save a new quote.

4. Processing Renewals

While you should find the summary screen familiar from the previous version (see above), we have reduced the number of steps it takes for you to get your client on cover. Many of the sections are also pre-filled - including medical screenings - making this process incredibly efficient.

Something you should be aware of is that if your client has upgraded their policy, their renewal invite will reflect this. For example, if your client took out an Area 2 policy on Voyager Plus but upgraded to Area 4 during their period of insurance, their renewal invite will be based on Area 4.

Please Note: If you're upgrading or amending your clients policy, please do not change the package type. If your client only wishes to purchase a single trip policy, please do this as a new quote and not a renewal. 

If you have any questions regarding the new and improved renewals system or have any other questions for that matter, then get in contact with us on +44 (0)1483 562 662 or commercial@voyagerins.com.