Renew a large volume of policies in a single bulk process that supports both single-root and multi-root policies. Manage peak renewal loads efficiently with a common workflow for different policy structures. Generate renewal quotes, make policy updates, and renew policies for both annual and custom terms.
Where: This change applies to Lightning Experience in Enterprise, Unlimited, and Developer editions with Digital Insurance.
How: Use the Renew Insurance Policies action to initiate renewals for eligible policies, including multi-root policies, as part of scheduled or automated renewal processes.