DP1 Renewal Tab

Use this tab to record renewal information.

Renewal Years

  1. Enter the number of years the client has had insurance with the same company.
  2. Press Tab.
  3. If the renewal company is on the list:
    1. Select the appropriate company.
    2. Click the Include box.

This completes the DP1 Renewal tab.

Continue to the DP1 Other Insurance tab.