Question / Issue |
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How do I re-acitvate an expired or cancelled policy? |
Answer / Solution |
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To re-activate a policy:
NOTE: This option is only available for inactive policies
- Go to the Policy Summary Screen for your customer.
- Click on Activate Policy.
- 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.
- Select one of the options on the screen and then click on Update.
- 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.
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