Renewal

Renewal Quotes will be created on the system 15 days before policy expiration. The producer will locate and activate to continue ensuring the customer.

Step 1. Under the "Quote" Tab search for "Search for Renewal Quote by insured name"

Step 2. Select the needed policy number from the inquiry results of your search

Step 3. Verify customer's information to bring up to date, changes may be applied at this time before renewing. "Confirm Next" to advance though the left menu until the end.

Step 4. If this is a policy transferring from GA system for the first time to PULSE you will have to enter gender of all excluded individuals and designate spouses for all married drivers.

Step 5. If this is a policy transferring from GA System for the first time to PULSE you will have to ask the customer the qualifying Questionnaire and they must answer correctly. If the customer answers any question against our Underwriting policy we will have to inquire further or not insured. Please check with your local trainer or the UW department to understand how to evaluate an incorrect answer.

Step 6. Once all information has been confirmed, updated and new factors have been entered we process the payment on the final window.

Step 7. Collect signatures, the preferred way is for the customer to sign the application they have received on their email. By selecting the box of the documents listed you may "Print Now" the customer's complete package all at once.

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