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Affinity Support Center
Renewals & Organization
Managing Renewals

Getting started
Quoting & Submissions
Proposal & Presentation Tools
- Creating Proposal
- How to Trim Carrier Options
Binding & Policy Issuance
- How to Request Bind
- What Happens After Binding?
Available Coverages
Platform Features
Support & Troubleshooting
- Who Do I Contact?
- Common Issues & Fixes
Best Practices & Sales Enablement
- When to Cross-Sell Management Liability
- How to Sell Cyber
Renewals & Organization
- Managing Renewals

Managing Renewals

All quotes and bound policies remain in the policyholder dashboard.

Benefits:

Easy remarketing
Cleaner renewal tracking
Centralized documentation

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