As of January 4, 2013, the Personal Lines Renewal Report will be available online in iBIS.

How will this enhancement work?

When the Renewal Report is generated at the beginning of each month, a notification will be sent to the designated Personal Lines e-mail contact for your agency.  To view the Personal Lines e-mail address for your agency, click the Administration tab, select My Settings and Agency Profile.  Your Security Administrator can request an adjustment to this e-mail address if need be.

To view the Renewal Report in iBIS, simply click the Renewal option from the Policy tab and select either HP Renewal Report or PA Renewal Report.  This will display the same renewal report that is currently mailed to your agency on a monthly basis.  Please note, with this enhancement, we will no longer be mailing hard copies of the Personal Lines Renewal Report to your agency.

When viewing the report, you can save a copy as a .PDF file or Excel spreadsheet by clicking the Document option in the upper left hand corner.  To view previous renewal reports, simply click the Refresh Data option in the upper right hand corner and adjust the date as necessary.

Providing the Personal Lines Renewal Report online in iBIS will give your agency immediate access and flexibility to view this important information.  Providing the Renewal Report online will also save paper and reduce mail expenses.  If you have any questions, please don’t hesitate to contact eBusiness Support at 1-800-234-1133 extension 3000.