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General, Renewals, Checklist

Starting from the Main Menu, either…

…or…

  • Click the “Reports” button
  • Click the “General” tab
  • Click the “Renewals Checklist” option
  • Click the “Proceed” button
  • …then…

    This will convert your “Scrolling List of Policies” into the list of specified renewals, as shown below, which you can then start to process (see General Renewals, Prepare). For a printed list, which is not essential, simply click “File / Print / Policy List”. If you clicked, and thereby ticked, the “Go to next policy on return” box (see above), then after processing each policy the system automatically moves you to the next one.