Carmen Lockhart avatar
Written by Carmen Lockhart
Updated over a week ago

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 plan" button from their Details page.

Note: This button will appear when the client is within their renewal window.

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