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.
- Navigate to a Policy and select the Administration tab.
- On the left, click Edit Policy number.
- In the Policy Num field, update the policy number.
Note: Ensure that the new policy number is unique. - Click Update policy number.
- The policy number is updated.
Comments
0 comments
Article is closed for comments.