Completing an Electronic Reinstatement Form

The electronic reinstatement form only displays when you select a Prime Rate account for reinstatement. For all other accounts, the standard reinstatement form displays.

To complete an online reinstatement:

1. Select the desired profile.

2. Press the TAB key to select Tab Option 2.

3. Press M to access the Maintain Policy menu.

4. Press I to select Reinstatement.

5. Select Request and press the Enter key.

6. If the insured has multiple policies, the following message prompt displays: Reinstate which Policy? Enter the number of the policy you want to reinstate and press Enter.

Note: If the account has an unpaid balance, the Unpaid Balances screen will display. Enter any amount collected toward the bad debt in the space provided and select OK.

7. The following message prompt displays: Print Statement of No Loss? Select Yes to print the form or select No to continue without printing.

8. If the policy was financed through Prime Rate, the following message prompt displays: Process reinstatement online with Prime Rate? Select Yes to process a reinstatement request that will be uploaded to Prime Rate or select No to process a standard reinstatement request.

Note: If your account history is out of date, a message will display prompting you to call Prime Rate for payment information before continuing.

9. The following message prompt displays: Enter Receipt? Select Yes and enter receipt information. When finished, press [F10] to save the receipt; then, select P to print the receipt.

10. On the Reinstatement Processing form, enter the required information. Select Save when done.

11. If you are processing an online reinstatement request, the following message prompt displays: Upload Reinstatement Request now? To upload the reinstatement request immediately, select Yes. If you want to allow reinstatement requests to accumulate and send a batch of requests later, select No. You can upload the batch at the end of the day.

Note: If you choose to upload the reinstatement request immediately, make sure that no one else in the office is still awaiting a confirmation fax on a reinstatement request. If you send your request before they have received confirmation, their request will be deleted. For this reason, it is easier to send a batch of requests at the end of the day unless it is imperative to send the request immediately.

To upload a batch of reinstatement requests:

1. On the Policy Profiler main menu, enter 42.

2. On the Data Transfer menu, press Enter on Prime Rate Communications.

3. Press R for Reinstatements and follow the instructions on the screen to complete the upload.