You can send out renewal emails to clients, or begin the renewal on your dashboard. The renewal will be pre-filled with the information from last year's application.
How it works:
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.
The first step will be a quick search for the client's application history - you can search with the clients name and birth date (or name and social security number).
When the applicant is found, select the button on the right that says 'Begin 2020 Application'.