Renewing Cases

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Revision as of 05:08, 9 February 2009 by Arbishop (talk | contribs) (New page: 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. To Renew a policy, find the ...)
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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.

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.

On the right hand side you will find a button labelled Renew Policy.

Pressing this adds the Renewal tab to the page, where details for the policy calculation can be tweaked to add more or less cover in certain areas. Once the Renewal is ready, press Save Changes.

The New Renewal record will appear in the policy History drop-down box.

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.