video1.0<iframe src="https://www.loom.com/embed/f1b37d0f61ff48b6b0beb177c09fdba6" frameborder="0" width="1852" height="1389" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>13891852Loomhttps://www.loom.com13891852https://cdn.loom.com/sessions/thumbnails/f1b37d0f61ff48b6b0beb177c09fdba6-a9beffb58d59e53a.gif1949.993In 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.