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How to Initiate a Reinstatement
Introduction
You can ONLY reinstate cancelled policies with a Manual interface. To initiate a Reinstatement, you must first locate the cancelled transaction. Because cancelled transactions are no longer active, they will not be included in the "Show Latest Transactions" filter.
When searching for a cancelled transaction, the results may display 'No Records Found', however, it will also provide a 'here' link that takes you to the "Show All Transactions" filter.
When viewing the list of transactions belonging to a Client or Policy, ensure you use the "Show All Transactions" filter to locate the cancelled transactions.
How to Initiate a Reinstatement
 | Transaction | Locate the transaction & from its Actions, choose Reinstate. |  |
 | Policy Transaction level | Select Menu, then Reinstate. |  |
 | Transaction wizard | When applicable, the wizard includes the Reinstate Policy option in the What's Next button of the Summary page |  |
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