Difference between revisions of "Renewing Cases"

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Renewals can be made to any on-cover policy, at which point you can add or remove levels of cover, increasing or decreasing the cost of the policy at Renewal.
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== Renewing Cases in SchemeServe ==
  
To Renew a policy, find the policy first of all.
 
  
Once you have found the policy, press the View button to be taken to the Policy Summary tab on the Policy screen.
 
  
If the policy 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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== Introduction ==
  
Pressing this creates a Renewal at Quotation status.
 
  
The Renewal initially has the original term's figures and answers.  
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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.
  
These can be tweaked to reflect the risk at it's current status. The previous, historic term remains unchanged.  
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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.
  
Once the Renewal is ready, press Save Changes.
 
  
The New Renewal record will appear in the policy History drop-down box.
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== How to Renew a Case ==
  
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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#To renew an individual 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'''
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Cases can be invited to be renewed in batches. See [[Batch Renewals]].
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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.
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== Tutorial Video ==
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<html>
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<iframe width="640" height="360" src="https://www.youtube.com/embed/FgaN-sY92pE" frameborder="0" allowfullscreen></iframe>
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</html>
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== See Also ==
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[[Creating a Case]]
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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 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]]
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[[Batch Renewals]]

Latest revision as of 09:54, 14 September 2017

Renewing Cases in SchemeServe

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 an individual 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

Cases can be invited to be renewed in batches. See Batch Renewals.

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

Creating a Case

Getting a Quote

Searching for existing Cases

Jumping straight to a specific Case

Case Statuses

Adjusting Cases

Cancelling Cases

About 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

Batch Renewals