Void a bound Policy from the Administration tab
- Producers [/ Underwriters]
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.
- Navigate to a bound policy and select the Administration tab.
- On the left, click Backout.
- 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.
- Click I understand, backout the policy.
- The policy is voided.