Auto-Renewals

  1. From the Home screen, go to Find >> Select Insured.
    2. Find Insured
  2. Enter the insured’s name/policy number >> Click Search.
    3. policy number
  3. Locate the policy you are renewing >> Confirm the Status is ‘Archived’ >> Click on the ‘i’ information button.
    4. policy number
  4. Click Renew.
    5. click renew
  5. Click Begin Renewal Process.
    6. Begin Renewal Process
  6. Click Attach Renewal Policy.
    7. Attach Renewal Policy
  7. Click Continue.
    8. Attach Renewal Policy
  8. Enter the renewal policy number >> Click on the plus sign icon to attach the renewal policy.
    9. Attach Renewal Policy
  9. Click Browse >> Select the Renewal Policy >> Click Continue.
    10. Attach Renewal Policy
  10. For the Type, select ‘Policy - Insured’ >> Click Continue.
    11. Attach Renewal Policy
  11. Once the renewal documents are attached, click Continue.
    12. Attach Renewal Policy
  12. Confirm the Details on the Policy tab.
    1. Confirm the Policy Dates.
    2. Confirm the Insured’s Information.
      3. Attach Renewal Policy
  13. Click Continue Processing.
    14. Attach Renewal Policy
  14. Enter the Renewal Premium amount.
    15. Attach Renewal Policy
  15. Click Continue.
    16. Attach Renewal Policy
  16. Confirm the Policy and Accounting details >> Check the verification box >> Click Continue.
    17. Attach Renewal Policy
  17. Send the renewal policy to the agent.
    1. Click on the ‘To’ link >> Select the agent’s email address.
    2. Click Send.
    Attach Renewal Policy