Renewals

Make every renewal easier to complete, manage, and approve.

Replace paper forms, manual reminders, and seasonal administrative effort with one connected renewal experience. Renewal holders receive clear guidance and timely communications, while staff gain the visibility and tools needed to manage every cycle efficiently.

Configure renewal experiences for individuals, organizations, facilities, programs, and other record types, with requirements that adapt to each renewal and renewal holder.

Arriving in 2027

Everything you need to manage renewals from start to completion

Bring renewal requirements, supporting documents, payments, communications, reviews, and decisions together in one secure experience.

Renewal holders can confirm existing information, provide required updates, and follow their progress. Staff can launch renewal cycles, monitor completion, manage exceptions, and intervene when additional attention is required.

Guided renewals

Make it easier to remain active and in good standing.

Create guided renewal experiences that show renewal holders exactly what is required and when it is due. Pre-populate known information, request only the updates that matter, and adapt requirements based on the person, organization, credential, or information provided.

Renewal holders can save their progress, return when convenient, and complete every requirement through one secure, accessible experience.

  • Configure different renewal types and cycles
  • Pre-populate existing profile and registration information
  • Create guided, step-by-step experiences
  • Show questions and requirements conditionally
  • Save and resume renewals
  • Confirm or update existing information
  • Upload supporting documents
  • Complete declarations and attestations
  • Collect renewal fees online
  • Track progress and renewal status

Reusable forms, fields, rules, and processes make it easier to deliver consistent renewals while supporting the distinct requirements of each program.

A guided renewal at step four of six: information to confirm, a supporting document added, a declaration signed, the renewal fee, and a saved renewal to resume later

Renewal management

Give staff a complete view of every renewal cycle.

Monitor renewals across programs, categories, and reporting periods from one organized workspace. Staff can see who has started, what remains incomplete, which renewals require review, and where intervention may be needed.

Assignments, business rules, and automation help routine renewals progress efficiently while directing exceptions to the appropriate staff, team, or agent.

  • Launch and manage renewal cycles
  • Monitor renewal progress and completion
  • Identify incomplete, overdue, or exceptional renewals
  • Validate requirements and supporting documents
  • Assign renewals for additional review
  • Request corrections or additional information
  • Apply fees, late charges, adjustments, or exemptions
  • Approve, decline, or escalate renewals
  • Track renewal activity and decision history
A renewal cycle workspace: renewals started, incomplete, in review, and overdue, a review with approve, decline, and escalate, rules and routing, a correction requested, decision history, and fees and adjustments

From reminder to renewal

Keep every renewal moving forward.

Renewals connects timely communications with the information, payments, reviews, and decisions required to maintain an active status.

Business rules can determine who is eligible to renew, adapt requirements, calculate applicable fees, and direct exceptions for additional review. Automated reminders help renewal holders stay ahead of deadlines, while staff retain the flexibility to intervene when circumstances require it.

  • Determine renewal eligibility
  • Open and close renewal periods
  • Send timely reminders and status communications
  • Adapt requirements using renewal information
  • Calculate fees based on defined policies
  • Route exceptions for additional assessment
  • Update status when requirements are satisfied
  • Preserve a complete record of actions and decisions
A renewal period from open to close: reminder, information, fees, review, and active status, the rule that acts on each stage, automated reminders, and the record of actions

Built for continuity, control, and efficiency

Flexible and configurable

Support different renewal types, schedules, requirements, fees, review models, and decision paths.

Timely and guided

Help renewal holders understand what is due and what to do next with clear steps, progress indicators, and reminders.

Connected and governed

Bring information, documents, payments, communications, reviews, and status updates into one secure experience.

See the complete renewal journey

Follow a renewal from the first reminder through information updates, document collection, declarations, payment, review, and completion.

See how renewal holders can complete requirements with confidence while staff monitor the entire cycle, manage exceptions, and keep records current without relying on disconnected systems.

Transform the way renewals are managed

Discover how Renewals can improve completion, reduce seasonal administrative effort, and create a clearer experience for renewal holders and staff.