Reinstatement general steps

The following diagram shows the basic steps in a reinstatement. These steps are for the default configuration of PolicyCenter. You business requirements and even lines of business can alter the process. Steps may also differ slightly between personal and commercial lines and in how you access the reinstatement screens.



The steps are sequential:
  1. The insurer wants to reinstate a canceled policy: A previously insured party contacts the insurer and asks them to reinstate a canceled policy.
  2. Begin reinstatement: The user locates the canceled policy and selects Reinstate Policy in the user interface.
  3. Enter reinstatement information: The user enters the reason and optional description, then selects Quote. The reinstatement date is set to the cancellation date. The expiration date remains the same. The user cannot change these dates.
  4. Obtain a quote: The user obtains a quote for the reinstatement, then selects Reinstate.
  5. Reinstate the policy: The policy is reinstated.