Complete renewal calls
About this guide
Last reviewed October 7, 2026 by AgencyMesh Product Support · Checked against release 2026.10
Open Dashboard > Action Items > To-Do Calls for customer follow-up. To-Do Report holds history.
Contact the customer and save the result
Section titled “Contact the customer and save the result”- Use the customer name for lookup. Type and Last Transaction help you plan the contact.
- For policy details, click the carrier, then Step 1 · Click to Copy Policy Number and Step 2 · Click to Open Carrier. Paste the number into the carrier’s search.
- For call or SMS wording, click Script below Status on Dashboard. Use a script.
- Click the phone number to call with your selected phone. After contact, choose Status. It saves immediately; choose another value to correct it. Status history shows earlier changes.
- All call types offer None, Called, and Sent SMS.
- Upcoming / Due / Late also offer Done and EFT. 6 Months / 12 Months also offer Active and Canceled.
- Status changes do not contact the customer. Auto SMS is a report filter, not a manual outcome.
Find past follow-up
Section titled “Find past follow-up”- In To-Do Report, choose Scope, office or agent, Start, and End. Add Customer, Phone, Policy, Carrier, Status, or Call Type as needed.
- Click Search. Use Script for wording, Status to change an outcome, or Status history for earlier changes. Use Reset if extra filters hide a record.
Agent accounts default to Agent scope; Office accounts to Office. Report assignments can differ from Dashboard’s active-user and Zone Shift sharing. Use Office scope for the office list.
Administrator: start an AMS run
Section titled “Administrator: start an AMS run”- Open AMS Queue. Choose AMS, Start Date, and End Date.
- Set Run Type to Renewal Calls or Credential Check, then Run. Keep the report number for follow-up.
Submission starts processing. After a Renewal Calls run finishes, its work appears in To-Do Report.