Reinstate a policy

About this task

You can start a reinstatement from a canceled policy.

Procedure

  1. Find a canceled policy and select Reinstate Policy.
    The Reinstatement wizard displays the Start Reinstatement screen with the Effective Date of the reinstatement set to the Cancellation Effective Date.
  2. Enter a Reason, an optional Reason Description, and select Quote.
    The Reinstatement wizard begins, and the Quote screen appears.
  3. From the Quote screen, you can either edit, reinstate, withdraw, or print a quote.
    1. Select Edit to edit the Reason Description field. You must select Quote to return the policy to quoted status. However, the amount in the quote does not change.
    2. Select Reinstate to reinstate the policy.
    3. Select Withdraw Transaction to stop the process. The policy remains in canceled status. You can decide at a later date to reinstate the policy.
    4. Select Print Quote to print the quote.