ASU Renewal Time Line
Day of renewal tasks
What is updating AutoCert?
What is delivering to clients?
This file contains all the renewed certificates
What is a CertKey?
Marked up masters are sent to us, in the ASU, by who
What is the Account Team?
Post Renewal Tasks
What are inactivating holders with no email?
This file contains all the renewed auto IDs
What is an AutoKey?
We avoid this by accurately renewing and updating our system
What is an E&O?
60/45 day pre-renewal tasks
What are holder list reviews and DOO reviews?
A method of sending renewed certificates to all the emails we have on file
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 or organization that receives our full list of certificates for the new policy year
What is our client?
Lockton's Slogan (it was on the last slide)
What is Independence Changes Everything?