This one is for Insurance Advisers who like to perform their insurance reviews in bulk as an Annual Review with your clients, and don’t want your notifications being flooded by individual policy renewal notifices and your pipeline filled with the automated Servicing Opportunities for policy renewals.

In this article, you will learn how to identify any missing annual review dates, set up annual review notifications, and remove your automatic insurance policy renewal notifications, activity creation, and opportunities.

All of this is flexible, so you can choose what you turn on and off; it doesn't have to be everything mentioned below!

NOTE: You will need Admin Rights to perform some of these functions.

1. Navigate to your ‘Contacts’ page. Next to the ‘Change Columns’ box, there is a cloud-like symbol. Click on this and select ‘Export Profiles’.

If you do not have this function, it is because you do not have Admin Rights. If you have any questions about this, email ‘support@gettrail.com’

2. Open the downloaded file and you will see a column called ‘Annual Review Date’. If you sort by this, you can find all profiles without an assigned annual review date.

To set up an Annual Review date for a Profile’s products, you can find the ‘Set Review Date’ button in the ‘Products’ section of a Profile;

You only have to set this date ONCE. Clicking this will set a date to remind you to review the profile on a yearly basis. This will continue until you change or clear the date selected.

To set up the Notifications, go to your ‘Settings’ and click ‘Notifications’ on the side menu.

1. In the tabs under Notifications, click ‘Annual Alerts’.

2. At the bottom of the tab, there is a section for ‘Annual Review’. Here you can choose how you would like to be notified; whether it's in Trail or by Email.

3. At the very right there is an option to create an automatic activity in the Profile when this Notification triggers.

This is not mandatory and entirely up to whether you want an Activity to be created as an additional task reminder. You can add this, or if you want to remove one just press the trash can icon on the bottom left and remove it.

Tip!💡 You can also customize your Activity Types so you have a particular one that represents this 'first contact' for Annual Reviews for clients!

Now that you’ve set up your annual reviews, you will want to turn off your individual policy review dates. What this can do is turn off the automatically created activities and opportunities.

To turn off the notifications, you’ll have to go into your Settings and under Notifications, there is a tab called ‘Insurance Events’.

Turn off/De-select all options under Policy Review and Policy Review (Automated) so that there are no longer blue ticked boxes:

Next in Settings, go to ‘Automations’ on the left menu. Click the ‘Policy Renewal’ tab.

Under Actions select "OFF" for the Opportunity’ and "DELETE" the Activity to be created. This turns off the automatic activity and opportunity creation.

Doing BOTH the above means you will no longer be notified of individual policy reviews or have automations create a new Servicing Opportunity or Activity for it. 👍

If you want to know more about servicing opportunities, here are some helpful articles;