Advanced Enterprise Technologies, Inc.
Table of Contents

Renew Individual Certificate

To renew an individual certificate, make sure that the preferred policy you are using for the renewal has an effective date that matches the renewal date.

 

  1. Open the Property and Liability module of the account that you plan to edit.
  2. Find the certificate within the list. Under the action menu, click Renew Certificate.
  3. Type or select a Renewal Date.  
  4. Select a Renewal Policy. If you do not see the Renewal Policies in the drop down menu, make sure that the preferred policy has an effective date that matches the renewal date.  
  5. Click Renew Certificate.
  6. You will have the option to view or print the certificate, or have it send via fax or email.