Policy Information Management

 Client/Policy Summary Screen – Renew / Re-Activate Policy

When you want Re-Activate an expired or cancelled policy, you can do so by clicking on the "Activate Policy" Button from the client summary screen. This option is only available for inactive policies.

For reactivating a policy, InsurancePro has the following options:

• Renew Policy: InsurancePro duplicates all the information about the previous policy, and displays the detailed information screen, where you can change information about the renewed policy as required.
   

• Reinstate Policy: InsurancePro changes the policy status on the existing record as Reinstated.
   

• Re-write Policy: InsurancePro duplicates all the information about the previous policy, and displays the detailed information screen, where you can change information about the renewed policy as required.