Exploring the Better Agency Renewal Pipeline

The Renewal Pipeline has been refined to enhance usability and streamline your workflow. Here's a summary of the key updates.

Video Walkthrough:

Filter Placement and Functionality

• Filters previously located in the Completed column are now grouped under the Filters menu at the top of the page.
• Key filters include:
  • Future Effective
  • Auto-Completed Renewals
  • Renewal Statuses, such as Reinstated and Non-Renewal

Using Filters

• Apply filters easily to track specific renewals, such as completed renewals that are future effective or canceled.
• Clear applied filters quickly with a single click for a clean slate.

Sorting Enhancements in the Completed Column

• Renewals in the Completed column are now sorted by date:
  • Future Effective Renewals appear at the top.
  • Past Renewals appear in descending order by date.

Behavior on Refresh

• Changes made to renewal placement will persist until the page is refreshed.
• After a refresh, renewals will automatically reorder based on expiration dates, ensuring accurate organization.

Improved Visibility

• Renewals no longer disappear unexpectedly. Adjustments remain visible until manually refreshed, reducing confusion and improving tracking.