Difference between revisions of "Renewing Cases"

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== Renewing Cases in Scheme Serve ==
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== Renewing Cases in SchemeServe ==
  
  
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#To renew a case,  [[Searching for existing Cases|find the case you wish to renew]].
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#To renew an individual case,  [[Searching for existing Cases|find the case you wish to renew]].
 
#Click the '''View Button''' to be taken to the '''Case Summary Tab'''
 
#Click the '''View Button''' to be taken to the '''Case Summary Tab'''
 
#Click the '''Renew Policy Button''' to create a Renewal at Quotation status. This will contain the original term's figures and answers.
 
#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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#Amend the Renewal as necessary to reflect the current status
 
#Amend the Renewal as necessary to reflect the current status
 
#After finishing the Renewal click the '''Save Changes Tab'''
 
#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]].
  
 
'''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.
 
'''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 ==
 
== Tutorial Video ==
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<html>
<iframe width="640" height="360" src="http://www.youtube.com/embed/FgaN-sY92pE" frameborder="0" allowfullscreen></iframe>
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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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== See Also ==
 
== See Also ==
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[[Creating a Case]]
  
 
[[Getting a Quote]]
 
[[Getting a Quote]]
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[[Cancelling Cases]]  
 
[[Cancelling Cases]]  
  
[[About the Endorsements Tab, Adding/Deleting Conditions or a Memorandum to an Endorsement]]
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[[About Endorsements Tab, Adding/Deleting Conditions or a Memorandum to an Endorsement]]
  
 
[[Generating new Case Documentation]]  
 
[[Generating new Case Documentation]]  
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[[Permanently Deleting a Renewal/Adjustment/New Premium]]
 
[[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