If you’re trying to update a client’s annual limit but only see the options for "immediate" or "next renewal," here’s a step-by-step guide to ensure the change reflects the full increase, even as of the last renewal.
Steps to Change the Annual Limit
Select "Immediate"
Even though you’re applying the change now, selecting "immediate" will still allow you to provide the full increase for the client as if it was applied at renewal.
Confirm If It Affects Balances
After selecting "immediate," the system will prompt you to indicate whether the change affects balances.
Click "Yes" to proceed.
Here's an image of what you should see:
Choose Prorated or Full Balance
You will then be asked if you want the balance adjustment to be prorated or full.
Select "Full" to ensure the client receives the full increased limit for the year.
Finalize the Update
Hit "Save" and the system will apply the full increase to the client’s balance as if the limit had been set from the last renewal.