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Home > Policy Transactions > Renew

Renew

To renew a policy:

  1. Access the policy to renew using Search.

  2. Pause on the action menu image75.gif next to policy. Click Renew.  A new quote appears in the window with the expiring policy number and existing policy data. The Effective From date will be set to the previous expiration date, renewing the policy for one year.

  3. Edit the data as required.

  4. Click Rate.

  5. When the Policy Premium Information appears, click OK.

  6. Click Save.  Enter, edit or accept a unique quote number. Click OK.

  7. Change policy status to Issue and enter, edit or accept a unique policy number.

  8. Rate.

  9. Click Commit to commit the renewal policy.