Renewal Submissions

In this topic, we continue to discuss the Renewal Manager.

On the Renewal Submissions tab you can view renewal batches, print and edit renewal letters, and edit premiums and fees.

  1. In the Renewal Batch field, select the batch that you want to view or edit.
  2. Select a policy from the grid.
  3. Click Edit Letter to edit the details of the renewal letter.
  4. Click Edit Premium to change the premium amount applied to the policy.

  1. In Enter Revised Premium, type the revised premium in the box and click OK.
    Alternatively, you can click Cancel to close the dialog box and abandon your changes.

  1. Click Edit Fees to alter the fee schedule for the policy.
  2. Using the method described in Fee Schedule, enter any fee changes that apply.
  3. Click Print Renewal Letter to print the renewal letter to the computer's default printer.

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