Modify an insurance policy number

The policy number 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 “Policy Number.

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.

• Related Articles

• Modify an insurance policy status

  The status 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 ...

• 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 ...

• Insurance policy class

  The insurance policies can be classed into industry defined categories Examples of insurance policy classes 1. To create an insurance policy class, navigate to Configuration > Setup > Insurance Policy Class under the “Insurance Policies Section” ...

• Insurance policy type

  The insurance policy type determines if the insurance policy is cancellable or non-cancellable. Examples of insurance policy types 1. To create an insurance policy type, navigate to Configuration > Setup > Insurance Policy Type under the “Insurance ...

• Insurance policies

  The insurance policy details can be added to an application either from the menu items while viewing an application OR directly from within the edit application page. 1. To add using the menu items from within an application:        Once you have ...