Create a Renewal

You can create renewals based on previous policies, or create renewals from scratch using the Create Renewal Wizard.

1. On the Home screen, navigate to the Create Renewal Wizard screen by clicking Create Renewal.
2. Enter information in the search criteria fields on the Create Renewal Wizard screen, Policy Search panel.
3. Click Search.
4. Select the checkbox for a policy in the Policy Search Results grid.
5. Click Create Renewal and view the existing policy information in the Wizard.
6. Navigate through the Wizard steps, editing the policy information in the available fields as needed. Click Next on each screen to proceed to the next Wizard step.
7. On the final Wizard step, Verify and Submit, review and correct any alerts identified in the previous Wizard steps.
8. When all alerts are resolved, click Submit to SLA.
   

Hints:

You can also click Create Renewal on the Policy Details screen, Transactions panel for a particular policy to initiate a renewal.

• This panel can also be accessed through Submissions tab:
  • On Home screen, select Submissions tab
  • Select the SLA Submission Number of the desired policy.
  • Click the desired Policy Number
  • Click Create Renewal

If the search criteria entered on the Create Renewal Wizard screen, Policy Search panel produce only one search result, the system automatically selects the checkbox for that policy in the Policy Search Results grid.

If the search criteria return no results, you can click the Click here to Create a Renewal from Scratch hyperlink to create a renewal not based on an existing SLIP policy. After clicking the hyperlink, the user is directed to the Create Renewal – Options screen with all Wizard steps blank.

If the user searches for a policy that is located in another location associated with the logged-in user, the Other Policy Matches hyperlink displays. Click Click here to view those results and then choose to either "Use This Information" or "Switch Location".

Clicking Save for Later in the Wizard saves the entered information and displays the transaction in the Policy Search screen, My Unsubmitted Transactions tab.

All alerts must be resolved before submitting the transaction to the SLA.