1. Renewals

Created by Krista Meston, last modified on Oct 13, 2014

Table of Contents

• Introduction
• Instructions
  • Search for Current Policy
  • Find Current Policy Payment Plan
  • Search for Renewal Policy
  • Find Renewal Policy Payment Plan
  • Change Renewal Payment Plan
  • Confirm the Changes
    • Confirm Current Policy Payment Plan is Unchanged
    • Confirm Renewal Policy Payment Plan is Updated
• Notes
  • Timeframe to Change Payment Plan
  • Full Pay Discount

Introduction

The following instructions are how to change a payment plan for a customer. You can use these instructions to update a customer from Monthly, Quarterly, or Annual pay to Monthly or Annual pay.

Note: Quarterly payment is no longer an option and all customers need to be changed to Monthly or Annual pay.

Instructions

Search for Current Policy

Change the drop down box in the upper right hand corner to "Policy #"

Enter the policy number in the search box

Click on the magnifying glass to search

Click on the policy number under the Policy # / Renew # column

Find Current Policy Payment Plan

Scroll down on the page, under Policy Details to see the current Payment Plan

Note that the Payment Plan shows Monthly - New Business

Search for Renewal Policy

Now search for the renewed policy by entering -1 (see note) after the policy number in the View Other Policy search box.

Then press the Show button

Note: All initial policies are policy "0", the first renewal is "1", the second renewal is "2", etc. Use the hyphen key and the corresponding number to find the policy you need.

You are now looking at the renewal policy.

Find Renewal Policy Payment Plan

Scroll down on the page, under Policy Details to see the current Payment Plan

Note that Payment Plan is Monthly - Renewal Business

Change Renewal Payment Plan

Click on Activities in the upper tool bar

Choose Change Renewal Payment Plan

Search by policy number by entering the policy number (you do not need to enter the hyphen and number) in the Policy # search box

Press the Search button

Click on the radio button to select the renewal policy

Click on the Change Renewal Payment Plan button

Choose the appropriate New Payment Plan option and press Submit

You should see a Success message

Confirm the Changes

First search for the original policy to see that the payment plan has not changed

Change the drop down box in the upper right hand corner to "Policy #"

Enter the policy number in the search box

Click on the magnifying glass to search

Click on the policy number under the Policy # / Renew # column

Confirm Current Policy Payment Plan is Unchanged

Scroll down the page, look under Policy Details to see the current Payment Plan

Note that the Payment Plan for this policy is unchanged

Confirm Renewal Policy Payment Plan is Updated

Now search for the renewed policy by entering -1 (see note) after the policy number in the View Other Policy search box.

Then press the Show button

Note: All initial policies are policy "0", the first renewal is "1", the second renewal is "2", etc. Use the hyphen key and the corresponding number to find the policy you need.

You are now looking at the renewal policy. Note the Payment Plan in the Billing Information section has been updated

Note that it now says Annual Pay

Notes

Timeframe to Change Payment Plan

This screen will allow changing payment plan after renewal image creation up to -45 days.

On 44 days prior and up to the renewal date, if the user opens the renewal image in STG PAS, the system will show a message, “Unable to change the payment plan until xx/xx date."

Full Pay Discount

If new payment plan is “Annual” then system will execute rating process to apply Full Pay discount to the renewal image.

If new payment plan is “Monthly” then system will execute rating process to remove Full Pay discount from the renewal image.

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