The RENEWAL MANAGEMENT module guides the ACCOUNT MANAGER through the process of renewing an expiring policy. It involves listing the policies that are about to expire and need to be renewed, proposing new terms for the subsequent period of coverage to your client, and finally obtaining the client's decision to complete the renewal.
To see the different steps, go to How to Use the Renewal Module?
If in the management Renewal module, you cannot find the policy / plan, it is because it expired already.
In the CRM, expired policies will be hidden after 2months from expired date.
These policies will not show on the Wellnex mobile app.
Wellnex Account managers are not able to edit.