Voiding a Bound Policy

Void a bound Policy from the Administration tab

Applies to:

  • Producers [/ Underwriters]
  • Assistants
Last Updated: September 2020

This article explains how to void a Policy from the Administration tab

Voiding a Bound Policy

Void a policy that was bound in error or that has an invoice that needs to be reversed.

  1. Navigate to a bound policy and select the Administration tab.
  2. On the left, click Backout.
  3. Click Backout Policy to void the policy and reverse any associated invoices. The policy number is also returned to the pool if it was auto-generated.


    The Policy Backout confirmation pop-up opens.
  4. Click I understand, backout the policy.


  5. The policy is voided.