Please note: renewals must be configured before you can follow these steps.
- Click on customers
- Click on policies
- Find the policy that you would like to manually renew - click on the policy number
- Click on renewal, then 'process renewal manually'
- The page will load your current quote. You can review, edit and modify your quote by adjusting general information, policy limits, coverages, etc. You can then generate a renewal quote by clicking 'generate renewal quote'
- If you have an email action set up to fire when a renewal is quoted, this is when the email will be sent.
- If you would like to issue a new policy from the renewal quote, you can do so by clicking on 'issue renewal from this quote'
The new policy will take effect once the existing policy reaches its expiration date.
To Generate A Renewal Policy Dec
- From the client, go to the policies section
- Find the policy scheduled for activation
- Click on policy number
- The policy deck will automatically generate on the day of renewal
- You can also manually generate your policy deck prior to renewal date by clicking on 'generate policy dec'