Update renewal task with policy fees and balances
Update renewal task with policy fees and balances
Your renewal tasks miss policy fee and balance figures, leaving account directors without billing context. Populate fields from policy lookups so renewals and invoicing complete same day.
Overview
When invoice references appear on renewal tasks, account directors need accurate fee and balance figures to price renewals and prepare client outreach. This flow enriches each renewal task with policy transaction data so renewals and invoicing can proceed same day with clear billing context.