Reinstated Audit

"Reversed Audits" are sometimes issued in error. In that case, these will need to be reinstated by doing a "Reinstated Audit." The Reinstated Audit functions much the same way a Reinstatement transaction does in Diamond; however, the Reinstated Audit image is copied from the most recent "Revised Audit" image.

 

To process a Reinstated Audit:

 

  1. Access the client's policy for which the Initial Audit is being done.

  2. Select Premium Audit.

  3. Once the Transaction Information screen displays, enter / select the following:

 

 

  1. Click Submit.

  2. Answer Yes to the question: "Do you want to issue the policy?"