Converting a Quote to an Active Policy

After end users complete the risk assessment, they can convert the quote to an active policy.

To convert a quote to an active policy

1. Navigate to the Individual Health Policies screen.

2. In the Individual Health Policies list, select a record.

3. Click the Applicants view tab and scroll up to the Individual Health Policies form.

4. In the Individual Health Policies, More Info form, change the following fields:

   1. In the Status field, select Inforce.

   2. In the Effective Date field, add the date that the policy will go into effect.