To Renew an Ategrity Select policy please refer to our Small Contract or Home Healthcare guides and enter it as a New Business. 

 

To start a standard Ategrity Renewal, select the 'Renew' button located to the right of the Cancel button and follow the steps below:

 

 

 

 

1.  Once selected, the following message displays: 

 

• Renew with New Number assigns a new policy number to the renewal account at the time of binding 

• Renew with Same Number assigns or updates policy suffix to the end of the existing policy number at the time of binding 

• Cancel discards the renewal 

 

2. If the prior term contained any form overrides, the following message displays: 

• Maintain Overrides keeps any custom form additions/removals 

• Discard Overrides removes any custom form additions/removals 

Note:  Regardless of user selection for maintaining or discarding form overrides, the system will update the forms to the form edition in effect as of the effective date of the renewal.  The Forms Search can be used to select prior form editions. 

  

3. If the account contained any premium overrides, the following message displays: 

• Maintain Overrides keeps any premium overrides 

• Discard Overrides removes any premium overrides