RAC into IB - Online Renewal Guide

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RAC into IB - Online Renewal Guide

description

RAC into IB - Online Renewal Guide. You now have a Pending Renewals option on the menu. - PowerPoint PPT Presentation

Transcript of RAC into IB - Online Renewal Guide

Page 1: RAC into IB - Online Renewal Guide

RAC into IB - Online Renewal Guide

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You now have a Pending Renewals option on the menu

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Renewals are Available 43 days in advance. When the Cover End date is exceeded, the cover will auto lapse and

drop off the Pending Renewals list. To issue renewal documents or renew cover, click on ‘select’.

Available - to issue renewal documents or renew cover

Offered - renewal documents produced

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You are now in the renewal quote and have the option to

amend any details if necessary

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Click Next to proceed

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Last years cover (if still available) and Consumer Price for

reference

The option to up sell is available. You can

issue a renewal quote for more than one cover. To generate the documents click

To renew the cover, input a price

and click to generate

documents

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To generate the documents

click

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Renewal Information

• Renewal quotes are available 43 days in advance of the cover end date

• You have the option to up sell at renewal

• You can issue multiple renewal quotes

• Once the cover end date is exceeded, the cover will auto lapse and will drop off the pending renewals list

• Once cover has been renewed, there is a 14 day cooling off period with a full refund - providing no call out

has been made

• Once cover has been renewed, the earliest date you can process a mid term adjustment is the renewal date. These mid term adjustments can be processed up to 43

days in advance, from the date of processing.

• Optional pricing deals - As at the new business stage, you have the option to decide what to charge the

customer (within the agreed pricing range).