Renewal Management

Create Renewal Opportunities for Service Agreements approaching the End Date

Most Agreements have a term, or period they are valid for, and Maica is no different in regards to Service Agreement records.

In Maica, the Service Agreement period is generally aligned with the Plan period.

With the Agreement End Date approaching, you can enable Maica to auto-generate Opportunity records to ensure you commence Renewal discussions with your clients in advance of the Agreement expiring.

The following configurations are available when determining how the Service Agreement Opportunities should be generated.

Renewal Management via Maica Settings

To enable auto-renewal, simply toggle the Enable switch at the top

Configuration Item	Description	Options
Days prior to existing Agreement	Sets the number of days prior to the existing Service Agreement Opportunity Agreement End Date a Renewal Opportunity should be generated.	Numeric (1-100)
Renewal Agreement Start Date	Sets the number of days after the existing Service Agreement Opportunity the Renewal Start Date should be set.	Numeric (1-100)
Renewal Agreement End Date	Sets the number of days after the Renewal Start Date the Renewal End Date should be set.	Numeric (1-100)
Renewal Agreement Close Date	Sets the number of days prior to the Renewal Start Date the Renewal Close Date should be set.	Numeric (1-100)
Renewal Agreement Assignment	Sets to whom the Renewal Service Agreement Opportunity should be assigned. This can either be a specific user or the owner of the existing Service Agreement.	User Lookup
Initial Stage	Sets to what Stage the Renewal Service Agreement Opportunity should be set when being generated.	List (Opportunity Stages)
Cloning Options	Sets whether or not to also clone the existing Service Agreement Contact Roles across to the Renewal Service Agreement Opportunity	Toggle (Yes/No)