Re-Issue

Overview

A re-issue generates a new set of policy documents for an existing active policy. This is used when the original documents were lost, contained minor errors (name spelling, address), or need to reflect a corrected endorsement. A re-issue does not change coverage, premium, or policy terms — it only regenerates the documents.

Loading diagram...

Re-Issue vs. Rewrite vs. Reinstatement

Action	When to Use	Changes Coverage?	Changes Policy Number?
Re-Issue	Replacement documents, minor corrections	No	No
Rewrite	Significant risk change, new terms required	Yes	Yes (new policy)
Reinstatement	Cancelled policy brought back	Coverage lapse, then restored	No
Endorsement	Mid-term change to active policy	Specific changes only	No

Before You Begin

• The policy must be in Active status.
• Identify what document needs to be re-issued and confirm it is appropriate (not a coverage change).
• Obtain authorization from the underwriting supervisor if your organization requires it.
• Have the authorization code ready (if your environment uses authorization codes for re-issues).

Step 1: Open the Re-Issue Authorization Screen

📷

Dynamic table re-issue authorization screen showing a search field for policy number and a list of pending re-issue requests

Dynamic table re-issue authorization screen showing a search field for policy number and a list of pending re-issue requests

1. Navigate to Mid-Term > Re-Issue (or access via Administration > Dynamic Table > Re-Issue Authorization tab).
2. Search for the policy number in the search field.
3. The policy record appears in the authorization table.

Step 2: Complete the Re-Issue Authorization

📷

Re-issue authorization entry form showing policy number, re-issue reason dropdown, correction details field, and authorization code field

Re-issue authorization entry form showing policy number, re-issue reason dropdown, correction details field, and authorization code field

1. Click New Re-Issue Request or click the policy row to open the authorization form.
2. Select the Re-Issue Reason from the dropdown:
   • Lost documents
   • Corrected insured name
   • Corrected address
   • Carrier or MGA administrative correction
   • Other (specify in notes)
3. Enter the Correction Details — describe specifically what is incorrect on the original documents.
4. Enter the Authorization Code if required by your organization.
5. Click Submit Authorization.

Step 3: Generate New Documents

After authorization is approved:

1. The system queues the policy for document regeneration.
2. Navigate to Documents on the policy record.
3. Click Generate Re-Issued Documents.
4. Select which document types to regenerate: policy declarations, endorsement schedule, certificates, binder.
5. Click Generate.
6. The documents are generated and appear in the policy’s document list marked as Re-Issued.

📷

Document generation confirmation showing a list of re-issued documents with generation timestamp and re-issue label

Document generation confirmation showing a list of re-issued documents with generation timestamp and re-issue label

What Documents Are Regenerated

The following documents can be re-issued:

Document Type	Regenerated?
Policy Declarations Page	Yes
Endorsement Schedule	Yes
Certificate of Insurance	Yes
Binder	Yes (if within binder period)
Invoice	Yes (administrative correction only)
Application	No — original application document is retained

Voiding Original Documents

When a re-issue is processed:

• The original document set is automatically marked as Voided in the system.
• A note is added to the policy activity log explaining why the originals were voided.
• Both original and re-issued documents are retained in the document history for audit purposes.

Notifying the Producer

1. After generating re-issued documents, click Notify Producer.
2. The system sends an email to the producer with the re-issued documents attached.
3. The notification is logged in the policy’s activity history.

Note

Producers can also access re-issued documents directly from their portal. It is still best practice to send a notification so the producer is aware the documents have changed.