| Button | Use |
|---|
 | Creates a copy of the policy as a quote
- Quote will have the old policy's expiration date as its effective date.
- Used to quote the renewal with other carriers.
- The old policy will change to
 status if the quote is saved as an active policy.
|
 | Creates a copy of the policy as a new policy - Brings up the Renew Policy window to set changes (premium, carrier, term length, etc.) for the new policy:
 - New policy will have the old policy's expiration date as its effective date (unless noted otherwise in the window above).
- Sets old policy to status (if it was previously
 ) or to  status (if it was previously  ).
|
 | Cancels the policy - Brings up the Cancel Policy window to finalize the cancellation date and any additional info:
 - Sets policy status to
 until the cancellation date (above); at that point it will change to  .
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 | Makes an endorsement change to the policy - Brings up the Endorse Policy window to make changes to the premium and commission, along with the transaction date and additional notes:
 - After the endorsement is done, any coverage or policy changes (such as changes in BI/PD limits or number of vehicles) must be done manually using
 on the Policy Info column. - After the first endorsement is saved, all additional premium or commission changes to the policy must be done using endorsements.
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 | Deletes the current policy - This is not reversible; do so with care.
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 | Makes a new payment on the policy - Brings up the New Payment window to enter the payment's details:
 - Once the payment is entered, you can print a receipt for the payment.
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 | Makes a new invoice - Brings up the New Invoice window to enter the invoice details:
 - After finishing the invoice, you can print it.
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 | Adds a new reminder to the policy - Brings up the New Reminder window to enter a new reminder, with the policy already attached:
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 | Opens the policy within the rater - Only available for quotes and policies in the "Personal Auto" Line of Business.
- Any changes saved in the rater will affect this policy and overwrite any information on it; use this with care.
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(Not pictured) | Changes the quote to an active policy - This option is only available on quotes (status is
 ). - Changes the status to .
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(Not pictured) | Changes the status of an expired policy to "Renewed" - This option is only available on expired policies (status is ).
- Changes the status to . This option does not create a new, renewed policy; it only changes the status of the policy for book-keeping purposes.
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(Not pictured) | Changes the status of a cancelled policy - This option is only available on cancelled policies (status is ).
- If the current date is before the expiration date on the policy, this option changes the status to .
- If the current date is after the expiration date on the policy, this option changes the status to .
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(Not pictured) | Rewrites the policy as a new policy
- This option is only available on cancelled policies (status is ).
- Brings up the Rewrite Policy window to set up the information for the rewritten policy:
 - Clicking "Accept" will make a copy of the cancelled policy as a new policy with the information above. It will also allow you to open this new policy in the rater (if it is Personal Auto LoB).
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(Not pictured) | Cancels a pending cancellation - This option is only available on policies that are pending cancellation (status is ).
- Changes the status to .
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