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FAQ ID # 49
Last Update : 2009/12/06
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Question / Issue
How do I re-acitvate an expired or cancelled policy?

Answer / Solution

To re-activate a policy:

NOTE:  This option is only available for inactive policies

  1. Go to the Policy Summary Screen for your customer.
  2. Click on Activate Policy.
  3. A Change Policy Status screen will come up with the following options:
      • Renew Policy - which duplicates all the information about the previous policy and displays the detailed information screen where you can change information about the renewed policy as required.
      • Reinstate Policy - which will change the policy status on the existing policy record as reinstated.
      • Re-Write Policy - which will duplicate all the information about the previous policy and displays the detailed information screen where you can change the information about the re-written policy as required.
  4. Select one of the options on the screen and then click on Update.
  5. Based on the Activate Policy option you chose, you will have additional screen to follow:
    • Renew Policy will ask if you are sure you want to do this and then bring up the Edit Policy Information screen to make your changes.
    • Reinstate Policy will bring up a screen to give you options to select the reinstatement date, view to change the premium and give a reason for the reinstatement.
    • Re-write Policy will ask if you are sure you want to do this and then bring up the Edit Policy Information screen to make your changes.


Direct Link to This FAQ
http://www.itcdataservices.com/support/IP6FAQ/?f=49

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Reactivate expired cancelled policy

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