Note: You must have the authority, "Issue Pay Plan Change" (Billing group) to process a Pay Plan Change. Additionally, policies that are Non-Renewed, have a Legal Cancellation, are Cancelled or have a "Pending" Endorsement, the Pay Plan change functionality cannot be used.
Access the policy, and click Billing from the Quick Links Tree View.
In the upper left of the screen, click the pencil icon.
Select a different Pay Plan from those in the combo box.
The Pay Plan is changed and is reflected in the Statement Display at the bottom of the screen.
Note: When an out of sequence Pay Plan occurs, the Pay Plan is displayed and re-applies the new Pay Plan across renewal versions. Additionally, when a Pay Plan change occurs, Billing re-bills all installments that are due up to that point.