Include / Exclude Policies For Reminders using Producer Codes

Owned by Liana Aghasyan
Last updated: Jan 18, 2022
1 min read

Renewal Reminders can be configured to include and/or exclude producer code 1 and / or producer code 2

Step-by-step guide

  1. Manage BC AutoRenew Profiles
  2. Select Include or Exclude option for Producer Code 1
  3. Define one or more Producer Codes as a comma separated list for Producer Code 1
  4. Select 'And' or 'Or' operator
  5. Select Include or Exclude option for Producer Code 2
  6. Define one or more Producer Codes as a comma separated list for Producer Code 2