A user reported that a renewal wasn’t showing up in the renewals section, this was due to the renewal being a renewal from a previous policy. The renewal Checkbox was being used as the filter to decide wether the system would look for a rewrite or not. This has been removed in favor of the Rewrite ID box. If a new policy has a rewrite id of an old policy, the old policy will now no longer be considered a renewal and removed from the renewal queue. If the old policy has the refused checkbox, it will remain in the queue but as a rejection. You can filter rejected renewals in the renewal and lapsed sections.
Lapsed now takes this rewrite ID into consideration
The checkbox has now been removed and is a hidden field. It will automatically set it self to checked if there is a Rewrite ID and set itself to Unchecked if a Rewrite ID is removed.
Next to the Rewrite ID checkbox is a dropdown of existing policies on the Contact. You can now select it in order to autofill the Policy ID into the Rewrite ID
You can still Manually set a Rewrite ID if the rewrite is from another policy. When this happens the Dropdown box will notify you that you have Manually set a Policy ID into Rewrite ID.
PopOver notes have been added to this section to clarify it’s workflow.
Policy is in Renewals or Lapsed Policies
Create new Policy
In new Policy Rewrite section, fill in or select the ID of the policy it is considered a Rewrite Of
Policy is now no longer in Renewals or Lapsed Policies