5.09 Creating Renewal Package (Medical Only)

Only Medical Packages uses specific types of Packages:

  •  Current
  •  Renewal
  •  New

Package Types Current and Renewal have several automations included to allow for simplified quote creation.

Additionally, many rules have been relaxed for these types of packages to allow the creation of prior coverages for comparison purposes; bypassing possible issues caused by outdated eligibility requirements from previous years.