- We only block opting out of renewal if the new enrollment already exists -- (~2 days before renewal)
- Clinic can submit a ZD ticket and we can prevent the renewal from happening
- We don't block cancellations at all during renewal periods
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What happens to unused funds at renewal?
- Rollover funds are used first. Any new spending draws down the rollover balance before touching the current year's IAC.
- Rollover only carries forward one renewal cycle. If a Pet Parent still has rollover left over by their next renewal, it is forfeited — it does not roll over a second time.
- Example: A client has $100 of unused IAC at the end of Year 1 and renews into a $500 IAC plan for Year 2. They now have two credit lines — a $100 rollover and the new $500. Any usage in Year 2 pulls from the $100 rollover first. If that $100 isn't fully used by the time Year 3 renewal hits, it's gone — only the leftover Year 2 IAC would roll into Year 3.