How to complete your renewal form

To complete the renewal form, follow these steps:

1. Click on the Manage menu and select Manage Policy.​

2. Click on the Renewal List tab. Highlight the policy line item with status “New” by clicking on it.

Note: If you have both an export and a domestic policy, you will need to complete one renewal form per policy.

3. Click on the Complete Form button.

4. The online Renewal Form has three tabs: a. Country List, b. Additional Companies, and c. Additional Questions.

a. The Country List displays the countries, provinces (if applicable), and payment terms currently covered under your existing policy, as well as the most recent anticipated sales you provided to us. 

You must review and update the anticipated annual sales for each country and province (if applicable) and payment terms that you anticipate for the next annual period. Be sure to include sales made by your affiliated companies (if applicable). 

Removing Countries:

If you no longer require coverage for a country and province (if applicable), or payment term already listed in the Renewal form, enter zero in the Anticipated Annual Insurable Sales field.

Adding Countries:

To add a new country, province, or payment term, click on the Add button. Select the country from the list provided and select the payment terms from the dropdown menu. 

Enter the Anticipated Annual Sales (in the Policy Currency indicated) for each new country and province (if applicable).

If you add a country, province, or payment term in error, click on the “x” beside its name to remove it.

b. The Additional Companies tab displays any affiliate companies covered under your existing policy (if applicable).

To add a new affiliate that you wish to cover under the policy, click on the Add button and enter the affiliate company details, including Legal Company Name, Address, Relation to Your Company, Previous % of Ownership, % Ownership, and % of Foreign Sales.

To remove a company, click on the “x” beside its name.

c. The Additional Questions tab displays any financial institutions where claim payments under your policy are being directed (if applicable). If any information is incorrect or if your financial institution requires claim payments to be directed to them, please contact the customer care team.

The Canadian benefits section only needs to be completed on a periodic basis. If it appears on the renewal form, complete the following questions:​

• The % of ownership
• The % of U.S. and foreign insured sales shipped from Canada or, if you sell services, the % invoiced from Canada.

5. Once all fields are completed, click the Submit button.