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Step 09
Re-Contracting / Re-Rating

Occasionally, you will need to change the contracts you have generated. This could be for several reasons. Here are acouple examples:

1. Change the coverage, term, or retail on a contract. 
2. Change what a customer wishes to purchase.
3. Re-rate a GAP product to match the selected term in the presentation.

These are just a few reasons, but many others will come up, and you need to be able to change what you've issued quickly. The steps below will get you going. ​

1. DEALS  __  Go to "Deals" and select the menu you wish to work on by clicking the pencil to the right of the name.
2. DOCUMENTS  __  The system will automatically take you to the last place you left off. In this case, all the contacts are located in the "Documents" tab. 
3. CONTRACTS  __  In the "Contracts" area, you will find the contract in question. 
   1. VOID  __  When you hover your mouse over the contract, several options appear. You can view it, void it, and download it. You will want to void it. When you choose "Void," a pop-up will appear, ensuring you wish to do this. 
   2. Once the contract is voided, you can go to the "Menu" tab. 
4. RATING  __  Click the orange "Rating" button in the upper right corner. 
   1. Just as you did in previous steps, you can now re-rate all products you need to adjust. This will also apply to any GAP you need to "re-rate" to match the new term the customer selected in the presentation.
   2. ***You do not need to worry about products you generated contracts correctly for being affected. The system will not change anything on those purposely.
5. ADUST PRODUCTS  __  Change the products that need to be adjusted by clicking inside the box of that product.
6. SIGN & SAVE  __  If there no changes to the customer's desired products, click SIGN on the upper right. You can choose the products the customer purchases and even re-send a signature pad if needed. Then click SAVE.
7. CONTRACTS  __  Once done, you can return to the Documents tab and re-generate your new contracts.

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*** You may occasionally see an error when contracting. If you do, the error will usually tell you what the error is and what is needed to generate it. Simply fix that error and generate it. If you still run into an error, contact support, and they will help you ASAP.

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Step 08 - Contracting

Checklist Menu

Step 10 - DMS Push Back