To generate a Renewal Policies report:

This report will allow you to:

• You can choose to print reminder letters to all customers coming up for renewal,
• Print a list of these customers to make a follow-up call,
• Generate a report for specific policy types for renewals.

1. From the Main Menu screen, select Daily Transactions Report.
2. Select Period Report, and choose a date range.
3. At the bottom right of the screen you can select:
   • Policy type
   • What to sort by
   • Agency location (if applicable)
4. Click on Expirations at the top of the screen.
5. A list of all policies to expire in your chosen date range will appear.
6. Click on Print:
   • You will be asked if you want to print Reminder Letters for a clients.
   • If you click on Yes, individual letters will print for each client on the list.
   • You will also be asked if you want to print and Upcoming Renewal Report and if you want to preview it first.
7. Click Done to exit the screen.