How to Reinstate a Policy

Created by Cyndi DeBolt, Modified on Tue, Jul 15 at 12:29 PM by Corey Nolan

How to Reinstate a Policy

Follow these steps to reinstate a cancelled policy

1. Locate the Customer using the Search icon

2. Click the blue arrow icon

3. Provide Reinstate reason from the drop down, and add any related notes

4. Click Reinstate to restore policy

a. The policy page will refresh and show an active status

** Note The bottom left will display the reinstate reason as well as the reinstatement date