Manage BC AutoRenew Profiles

Owned by Catherine Chong (Deactivated)
Last updated: Dec 10, 2021 by Liana Aghasyan
1 min read

Learn how to configure SMS/email reminder and public site options.

Configure SMS/email reminder and public site options

  1. Click and open the user profile dropdown menu.

    You can only access BLS Portal if you have sufficient permissions. If you cannot access the BLS Portal, please contact your company's BCAutoRenew administrator.

  2. Select Go to BLS Portal > Company > Manage BC AutoRenew Profiles.

  3. Turn on or fill in various settings:

     Want to enable or disable SMS and email renewal reminders to be sent to customers?

    Select Yes / No to "Would you like to send renewal reminders to customers?" to turn on or off.

    • Check the box with the by email and/or by text label for your desired notification option.

    • If you have an email template that you wish to use, make sure you select the correct email template in the dropdown menu.

     Want enable or disable thank you emails to be sent to clients after renewal?

    Select Yes / No to "Would you like to email thank you notes to customers who have renewed?" to turn on or off

  4. Click Save after making changes.

For more info on renewal trends, see Policy Renewal Trends and Data.


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