Watch how to use the Retention page to stay ahead of upcoming renewals, people aging off their coverage, and employees about to become eligible for benefits.
In this video:
- Choosing how far ahead the page looks, from 30 to 120 days or a custom range
- The Upcoming Renewals, Aging Off and Benefit Eligibility tabs
- Choosing columns, searching and filtering
- A row's Actions menu: tasks, notes, emails and opening the case
- Snoozing or dismissing a row, and restoring it
Prefer to read? See Retention Page: Upcoming Renewals, Aging Off and Benefit Eligibility.
If you have questions, please reach out to our support team.