Lesson 7: Renewals
Generating renewals begins the process of policy continuation into the next policy term. This lesson includes how to create a renewal, make changes, and send the renewal to the customer.
TABLE OF CONTENTS
Lesson 1: Navigation
Lesson 2: Adding Customers
and Adding Policies
Lesson 3: Activities and
Suspense
Lesson 4: eForms
Lesson 5: Policy Management
Lesson 6: Proof of Insurance
Lesson 7: Renewals
Lesson 8: Form Letters
Lesson 9: Claims
Lesson 10: Invoicing
Final Knowledge Check
Activity