Navigation:  Policies > Policy Functions > Renew Policy

When in an existing policy, or you have selected a policy from the search menu, click to renew a policy.

 

 

You will automatically be taken into the Quotation Detail Window.  Go through and make necessary changes to fields/areas before you Request a Quote (if necessary), Recommending (if necessary) and Accepting the Policy.

 

You will notice that the Quotation Type has changed to Renewal .

 

*The renewed policy will be linked to the previous policy, continuing the lifecycle of the policy enabling you to easily report on Clients and Policy status*