How can I access my renewals?

Overview

You and any designated members of your agency have access to view renewals within your dashboard. Renewals will be displayed on the Overview dashboard when they are 60 days prior to expiration. You and your designated teammates will then have the chance to requote with the incumbent market, as well as explore new markets that become available based on the updated information you submit.

Watch a Demonstration

Discover how to access your renewal accounts.

Step-by-Step Instructions

Agents can determine which accounts are up for renewal or are renewal quotes by following these steps.

Select the Overview tab at the top left corner. Here you will be able to access Submission, Policies, and Renewal accounts.
Click on the Renewals tab to view any renewals. You will see any accounts ready for renewal, quoted, declined, or declined if applicable.
Note: If you do not any accounts up for renewal, the dashboard will indicate so.

Click on the renewal quote you wish to review and select

Agents will be notified with the banner on top of the dashboard, the number of days the policy expires. From here, you will be able to proceed to submitting your renewal, updating subjectivities, and obtaining new competitive quotes. Once you obtain a quote, you can request to bind them. Pathpoint does not auto-renew coverage.
Note: Agents will also preview the next steps after any renewal is successfully submitted

FAQs

How will I be able to tell the difference between new business quotes and renewal quotes?

There are multiple ways to detect what quotes are renewals and when they are due.
- Selecting the submission under the Renewal tab on the Overview page
- By seeing the renewal banner at the top of the page once they click into the renewal
- Seeing the renewal tag appear next to the name of the insured & submission status

Who has access to my renewal accounts?

Any teammates within your agency profile you give access to will be able to view and edit renewal policies. Under the Renewals tab, select the renewal you wish to grant or remove access, and select Change sharing or Change owner of this risk. Learn more about Agency Collaboration here.
- Note: You can toggle between your submissions and submissions in your agency. This applies to any submissions, policies, and renewals on the Overview page