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 middle of the Main Menu screen, select Daily Transactions Report or select it from the Agency Reports section on the left side of the screen.
2. Select Period Report, and choose a date range.
3. Click on Expirations at the top of the screen.
4. A list of all policies to expire in your chosen date range will appear.
5. 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.
6. Click Done to exit the screen.