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.