video1.0<iframe src="https://www.loom.com/embed/4836b4e680d040fca6302b39262f05ac" frameborder="0" width="2308" height="1731" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>17312308Loomhttps://www.loom.com17312308https://cdn.loom.com/sessions/thumbnails/4836b4e680d040fca6302b39262f05ac-6c83048bad2f7eb9.gif417.806In this video, I walk you through how the Renewal Pipeline works in GloveBoxCRM, which is designed to help you seamlessly transition policies from their old terms to new ones with updated information. All policies will flow into the pipeline, and you can customize this timeframe if needed. I also explain how to trigger campaigns during different stages of the renewal process and the importance of keeping your data consistent, as we automatically complete policies if they aren't handled manually. Please make sure to review the auto-completed policies and update any necessary information. Let me know if you have any questions!