Renew an SCTP Policy

Modified on Tue, 15 Oct, 2024 at 11:24 AM

IMPORTANT: It is assumed you have attended an SCTP training course and are familiar with the SCTP interface.


Process

Locate the transaction in INSIGHT, select Renew and Next.
Once in INSIGHT, you have 2 options:

Create Quote Request - prompts you to complete the quote request and send it to the holding underwriter.

Remarket - prompts you to complete the quote request and send it to other insurers available on SCTP
Complete the quote request and select Send.
Select Done to return to INSIGHT and complete the wizard.  




RELATED ARTICLES
Create a Renewal or Renewal Invitation
Renewal Invitation for an SCTP Policy
Common Transaction Wizard Page - Schedule 
Common Transaction Wizard Page - Invoice Premiums



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