Difference between revisions of "Renewing Cases"

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Renewals can be made to any On Cover policy where the Scheme is set as a renewable type, at which point you can add or remove levels of cover, increasing or decreasing the cost of the Case at Renewal.
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== Renewing Cases in Scheme Serve ==
  
= Renewing a Case =
 
  
[[File:Renew_Button.png|thumb|right|Renew Button]]
 
  
To Renew a Case, find the Case first of all.
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== Introduction ==
  
  
Once you have found the Case, press the View button to be taken to the Case Summary tab on the Case screen.
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Renewals may be made to any On Cover policy, as long as the Scheme is set to be a renewable type. During renewal you may add or remove levels of cover, and increase or decrease the costs at the point of renewal.
  
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A case may be renewed if it is On Cover and the Expiry Date is within 180 days of the date the case is accessed.
  
If the Case is On Cover and the Expiry Date is within 180 days of the current date you will find a button labelled Renew Policy on the right hand side.
 
  
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== How to Renew a Case ==
  
Pressing this creates a Renewal at Quotation status.
 
  
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#To renew a case,  [[Searching for existing Cases|find the case you wish to renew]].
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#Click the '''View Button''' to be taken to the '''Case Summary Tab'''
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#Click the '''Renew Policy Button''' to create a Renewal at Quotation status. This will contain the original term's figures and answers.
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#Click the '''OK Button''' in the pop up box to continue
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#Amend the Renewal as necessary to reflect the current status
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#After finishing the Renewal click the '''Save Changes Tab'''
  
The Renewal initially has the original term's figures and answers.
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'''Note:''' To create documents for your renewal, or to view any auto-generated renewal documents, you can click on the '''Documents Tab''' to find it.
 
  
These can be tweaked to reflect the risk at it's current status. The previous, historic term remains unchanged.
 
  
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== Tutorial Video ==
  
Once the Renewal is ready, press Save Changes.
 
  
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<html>
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<iframe width="640" height="360" src="http://www.youtube.com/embed/FgaN-sY92pE" frameborder="0" allowfullscreen></iframe>
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</html>
  
The New Renewal record will appear in the Case History drop-down box.
 
  
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== See Also ==
  
You can now proceed to the Documents tab to create Renewal Documentation where necessary, or to view any Renewal Documentation that may have been auto-generated for you.
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[[Getting a Quote]]
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[[Searching for existing Cases]]
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[[Jumping straight to a specific Case]]
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[[Case Statuses]] 
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[[Adjusting Cases]]
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[[Cancelling Cases]]
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[[About the Endorsements Tab, Adding/Deleting Conditions or a Memorandum to an Endorsement]]
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[[Generating new Case Documentation]]
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[[Uploading existing Case Documentation/Files]] 
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[[Making Notes]]
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[[Switching Agent for an existing Case]]
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[[Permanently Deleting a Renewal/Adjustment/New Premium]]

Revision as of 04:34, 30 September 2012

Renewing Cases in Scheme Serve

Introduction

Renewals may be made to any On Cover policy, as long as the Scheme is set to be a renewable type. During renewal you may add or remove levels of cover, and increase or decrease the costs at the point of renewal.

A case may be renewed if it is On Cover and the Expiry Date is within 180 days of the date the case is accessed.


How to Renew a Case

  1. To renew a case, find the case you wish to renew.
  2. Click the View Button to be taken to the Case Summary Tab
  3. Click the Renew Policy Button to create a Renewal at Quotation status. This will contain the original term's figures and answers.
  4. Click the OK Button in the pop up box to continue
  5. Amend the Renewal as necessary to reflect the current status
  6. After finishing the Renewal click the Save Changes Tab

Note: To create documents for your renewal, or to view any auto-generated renewal documents, you can click on the Documents Tab to find it.


Tutorial Video


See Also

Getting a Quote

Searching for existing Cases

Jumping straight to a specific Case

Case Statuses

Adjusting Cases

Cancelling Cases

About the Endorsements Tab, Adding/Deleting Conditions or a Memorandum to an Endorsement

Generating new Case Documentation

Uploading existing Case Documentation/Files

Making Notes

Switching Agent for an existing Case

Permanently Deleting a Renewal/Adjustment/New Premium