Renewing Commercial Policies
To renew a Commercial policy, complete the following steps:
1. Find your client.
2. Double-click on the policy you need to renew to open the General Information Section.
3. From here, select the RENEW POLICY button located in the top right side of screen.
4. AgencyToday will ask you if you are sure you want to renew the commercial sections displayed. Click on YES.
5. The policy effective dates will automatically be renewed. You will now be in the edit mode to make any necessary changes.
6. When finished with the changes click on SAVE.
7. As you save each section, you will be asked if you want to renew the next section. Continue to click on YES and make the necessary changes for each section until all sections have been renewed.