ASU Renewal Time Line
Day of renewal taks
What is updating AutoCert?
What is delivering to clients?
This file contains all the certificates
What is a CertKey?
Marked up masters are sent to us by who
What is the Account Team?
Post Renewal Tasks
What are inactivating holders with no email?
This file contains all the autos
What is an AutoKey?
We avoid this by renewing
What is an E&O?
60/45 day pre-renewal tasls
What are holder list reviews and DOO reviews?
This gets sent to all the emails we have on file containing renewed certificates
What is E-Delivery?
We update this on marked up masters
What are carriers, policy numbers, policy dates, limits?
30 Day Pre-Renewal Tasks
What are preparing attachments and masters for review?
This person receives the certificates for the new policy year
What is our client?
Lockton's Slogan (it was on the last slide)
What is Independence Changes Everything?