More flexible renewal communication and reporting

Renewal communication and operational reports now carry more of the details teams need for daily follow-up.

WHAT CHANGED

• Policy-renewal SMS messages can be configured through the newer SMS settings.
• Upcoming reports can include POS codes.
• Converted-policy reports can include the invoice date.
• Business Statements have an additional filtering option.
• Custom fields with validation problems are easier to spot and correct.

WHY IT MATTERS

Renewal reminders work better when the broking firm can control the wording and use the appropriate communication setup. Reports work better when important references such as POS code and invoice date travel with the business instead of requiring a second lookup.

The validation improvement completes the picture. If a user needs to correct a field before proceeding, the affected field is easier to identify.

Together, these changes make routine follow-up more direct: communicate with better context, narrow reports to the right business and correct incomplete information before it creates a downstream exception.