Internal: EMS renewal and loss codes

Alerts and notices

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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 for all products being cancelled. Customer Service uses the codes below to indicate the firm's renewal plans. To update renewal plans in EMS, see Updating renewal plans in EMS.

If the firm plans to stop using NetFirm CS, Virtual Office CS, SaaS, Web Builder CS, and Onvio should never be updated as "NLU". Instead, they need to submit a web services cancellation request. For detail on the web cancellation process, see Web services cancellations.

Planned renewal date codes

The following codes are used to update renewal plans when the firm is planning to renew.

Renewal loss codes and examples

The following loss codes are used when the client has indicated they are not planning to renew a product.

Related topics

Updating renewal plans in EMS