You can send out renewal emails to clients, or begin the renewal on your dashboard. After an ID verification step, the renewal will be pre-filled with the information from last year's application.

How it works:

Login and access your agent dashboard

From your clients tab you can select to send a “Renewal Email” to eligible clients.

This feature will allow you to send a customizable renewal email to eligible clients where they can renew their coverage by following the link in your email. 

You can also begin a renewal on your dashboard by going into your "Clients" tab, searching for your client, and clicking the "Renew" button to the right of their name.

If your client is completing their renewal from the email you sent, they will need to complete an ID verification step. 

Once they have verified their identity, they can begin their renewal application and it will be pre-filled with the information that was provided on their previous year's application. 

If you are completing your client's renewal for them, the application will be pre-filled. 

To complete the renewal, you will simply click through the application, make any updates that are needed, choose a plan, and submit your renewal!

Did this answer your question?