Cancel/Renew the policy
Description: Option to Cancel or Renew any policy. Benefit: Assist in granting the authority to renew and cancel the policy. Navigation:Â Navigate to the Policies
Getting Started (13)
Training Sessions (82)
Report (14)
Release Notes (32)
Policies (24)
Accounts (48)
Contact (85)
Client Portal (7)
Integration (13)
Pipelines (141)
Engagement (86)
Setting (15)
Mobile Apps (1)
User Account (2)
Agency Website (5)
Support (15)
Tasklist (7)
Google Reviews (6)
Calendar (3)
Carrier (6)
Dashboard (39)
FAQ (1)
Form (30)
Document Manager (1)
Opportunities (3)
Work Email (11)
Agent App (6)
eSignatures (35)
IMUG (3)
Modules (0)
How-tos (0)
Best Practices (0)
Release Notes (0)
Header Menu (0)
Sidebar Menu (0)
Integrations (0)
Agent Mobile App (0)
Client Mobile App (0)
Client Portal (0)
Log In (2)
Notification (2)
Smart Search (2)
Texting (24)
What's New (32)
Calling (0)
Profile Switcher (1)
User Profile (3)
Platform Refresh (1)
General Settings (30)
AMS Sync (1)
Get Started (4)
Quick Actions (2)
Log Out (1)
AMS 360 (14)
Twilio (3)
Epic (0)
RingCentral (2)
eVo (0)
Lightspeed (1)
Ezlynx (1)
Quoterush (1)
Hawksoft (11)
PL Rater (1)
Nexsure (0)
Turborater (1)
Nowcerts (1)
Thanks.io (1)
QQ Catalyst (3)
Slybroadcast (1)
Sagitta (1)
zapier (2)
Transpay (1)
Stripe (1)
Getting Started (0)
Client Mobile App (14)
activate policy
Renew policy button: Policy
Now, within a policy for a client, there is an activate Policy button which will automatically make a policy Active within the system and change
