Support Pages

Can't find what you're looking for? 

Open a chat

How do I update my program's wordings?
Override premium and fees
Renewal issues when questions have changed
Endorsements
Machine Learning
Admin Guidebook
Test credit card purchases
API basics
Core features
Edit Quote
Payment Problems
Dashboard Stats
How do I make an endorsement?
Portal Tutorial
How do I test purchases with a credit card?
What is an API?
How do APIs work?
What is InsureCert?
How do I edit a quote?
How do I amend the renewal policy
Why can't my payment be accepted?
How do I access the dashboard stats?
No Item Match Your query, Try Something else
Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.
Renewals

Renewal issues when questions have changed

When a policy expiry email is first sent, a clone of the expiring policy is created and added as a link to the original policy record in your dashboard.

If your program's application form questions have changed since last year, your users will need to fill out the missing or altered question before the price is shown. Here's how an underwriter or agent can fix missing pricing.

  1. In the screen capture below, we have opened the renewal policy dashboard link.
  2. Because the application is missing answers, the premium is $0
  3. Now click "Edit Quote" and the application opens
  4. Re-enter the missing answers in your new or altered question set.

Once you have completed the missing answers, your price rules will generate the premium and fees in the summary section.

‍

‍

Open a chat

More from

Renewals

Get started with a free assessment

At InsureCert, we're raising the bar for professionalism and customer service in the insurance software business. Investing in InsureTech is a big decision and should be treated as such. That's why we strive to make the process as transparent and stress-free as possible. It all comes down to clear communication and building relationships based on trust.