Editing a Policy Number

Editing a Policy Number from the Administration tab

Applies to:

  • Producer
  • Assistant
  • Policy Issuance
Last Updated: September 2020

This article explains how to edit a policy number of a Policy from the Administration tab.

Editing a Policy Number

Update a policy number that was booked or entered in error.

  1. Navigate to a Policy and select the Administration tab.
  2. On the left, click Edit Policy number.
  3. In the Policy Num field, update the policy number.
    Note: Ensure that the new policy number is unique.
  4. Click Update policy number.

  5. The policy number is updated.