{"type":"video","version":"1.0","html":"<iframe src=\"https://www.loom.com/embed/f1b37d0f61ff48b6b0beb177c09fdba6\" frameborder=\"0\" width=\"1852\" height=\"1389\" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>","height":1389,"width":1852,"provider_name":"Loom","provider_url":"https://www.loom.com","thumbnail_height":1389,"thumbnail_width":1852,"thumbnail_url":"https://cdn.loom.com/sessions/thumbnails/f1b37d0f61ff48b6b0beb177c09fdba6-a9beffb58d59e53a.gif","duration":1949.993,"title":"2026 - Personal Renewals","description":"In this video, I walk you through the personal renewal process for our policies, emphasizing the automatic generation of renewal tickets 30 days prior to expiration. I explain the stages involved, from reviewing the renewal to notifying the customer and managing quotes if necessary. It's crucial to tag policies appropriately, especially in cases of non-renewals, to ensure the system handles them correctly. I also highlight the importance of following up with customers and adjusting tasks as needed. Please make sure to review the renewal tasks and update them accordingly for each customer."}