Reinstating a Policy

  1. Go to Create >> Select Cancel/Reinstate Endorsement.
    2. Cancel/Reinstate Endorsement
  2. Search for the account using the policy number or insured’s name >> Select the Cancelled policy >> Click Continue.
    3. policy number
  3. Click Continue.
    4. Continue
  4. Confirm the Premium and Tax/Fee amounts match what is showing on the Reinstatement Endorsement >> Click Continue.
    5. Tax/Fee amounts
  5. Click Attach Reinstatement.
    6. Attach Reinstatement
  6. Attach the Reinstatement Endorsement.
    1. Click on the plus sign icon in the REI section.
      2. REI section
    2. Click Browse >> Select the Reinstatement Endorsement >> Once attached, click Continue.
      3. Reinstatement Endorsement
    3. For the Type, select Cancellation-Reinstatement Endorsement >> Click Continue.
      4. Cancellation-Reinstatement Endorsement
  7. Click Continue.
  8. Check the Policy and Accounting Information verified box >> Click Continue.
    9. Accounting Information
  9. Click Bypass on the Send to Carrier page, as there is nothing to send to the carrier.
    10. Bypass
  10. Send the Reinstatement Endorsement to the agent.
    1. Click on the ‘To’ link >> Select the agent’s email address.
    2. If needed, copy any additional recipients.
    3. Click Continue to send the document and reinstate the policy in EI.
      4. Reinstatement Endorsement