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