In accordance with Underwriting guidelines, the system does not allow users to change the policy effective date during a renewal. To update the effective date, a Cancel/Rewrite is required. Follow the steps below:

1. Review the renewal status

   • If the renewal has not yet been issued, complete the renewal using the current effective dates.
   • If the policy has already expired or has been canceled, skip to Step 3 to create a rewrite.

2. Cancel the renewal term

   • Once the renewal transaction is complete, immediately cancel the renewal term.
   • Select Policy Rewritten as the cancellation reason.

3. Create the rewrite

   • Select the Rewrite button to initiate the rewrite transaction.

4. Enter new effective dates

   • In the Rewrite module, you will be prompted to enter a new effective date.
   • Update the dates as needed and complete the transaction.