Renew a Policy

1. Log in to Socotra Connected Core

2. Open an Issued Policy

3. Click Renewals

   

4. Click the “…” button

5. Click Renew Policy

6. Select the renewal dates and Click Confirm

7. To add an exposure, Click Exposures, Add Exposure

8. Fill out exposure details

9. Click Save

10. Click Quote Renewal

11. Review the price breakdown and changes

12. Click Accept Renewal

13. Click Issue Renewal

14. Click the policy in the breadcrumb to go back

    

15. Open the View Policy On dropdown to cycle through the policy

16. Select the dates you want to view the policy on

    

17. Click Renewals

18. View a list of all renewals