Modify an insurance policy inception date

The inception date of an insurance policy, which is required specifically in premium funding, can be modified by navigating to the insurance policy on an application or finance agreement.  

1. Select the hamburger menu and under the update section click on “Inception Date”.

2. It is also possible to navigate to the insurance policy in the application or finance agreement under the assets tab, select the insurance policy and click the edit icon to modify the details.

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