Estimated time: 5 min
This guide outlines the steps to create a new policy term in the Advocate platform.
Tip: Before starting, upload the new term documents to the "Documents" tab. Documents can remain unassociated until the new policy term is created.
Step 1: Navigate to the Policies Tab
Navigate to the desired case from the Advocate homepage.
Click the "Policies" tab.
Step 2: Open the Renewing Policy
Click the policy that is renewing to open it.
Click the policy term dates next to the policy name.
Step 3: Start a New Policy Term
Click "New policy term".
Step 4: Complete the New Policy Term
Complete all required fields.
Click "Create new policy term".
The new policy term is complete.
What Happens Next?
Advocate saves the new policy data and returns to the "Policies" tab.