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Internal: EMS Renewal and Loss Codes

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If a firm is planning to renew at a certain time, or not renewing for any reason, the EMS Renewal Plans need to be updated appropriately.

To update renewal plans in EMS, follow these steps:

  1. Open the firm in EMS
  2. Select the UT Renewal button on the upper right of the Firm Information screen
  3. Find the product that is being adjusted.
    • If the product is being renewed later, select the appropriate code in the Ren Plans column. Renewal codes are listed below. 
    • If the product is not being renewed, select NUI in the renewal plans, and complete the Notes field, mark the NLU box, and select the Loss Reason.
  4. Once updates are made, select Save in the lower right corner. The dialogue box will not close until all fields are completed appropriately. 

Renewal Date Codes

Loss Reason Definitions / Examples

For more information on the NLU process and reasons, see the NLU article.