How to Update Imported Contracts

1. 1. Locate the Customer using the  Search icon 

1. 2. Click on the Active Policy under the Policies tab  

1. 3. Hover over the Policy Tools   icon > Modify Policy > Change Vehicle Mileage 

1. 4. Select “Keep Customer Cost the Same and Modify Profit if Needed” 

1. 5. Select Yes for “Should the contract booklet be recreated?” 

1. 6. Select Yes or No based on your determination if the Customer needs a new contract sent 

1. 7. Click the  icon  

• 1. Locate the Customer using the  Search icon 

• 2. Click on the Active Policy under the Policies tab  

• 3. Before making any changes, click the Accounting Tab to view the Admin Cost and make note of this             amount. You will need to change this back to the original cost after you have made your adjustment 

  1. Hover over the Policy Tools icon   > Modify Policy > Change Coverage Term 

    2. Select the same plan and term > click the Commercial Use box to apply the surcharge 

    3.Select Yes for “Has the Admin approved this change?” 

    4. Select Yes for “Should the contract booklet be recreated?”  

    5. Select Yes or No based on your determination if the Customer needs a new contract sent 

    6. Click Save 

    7. Adjust the Admin cost back to the original amount