Edit inception dates

The inception date, also known as the effective date, is the date that the policy coverage begins. You may need to edit the inception date if the insured needs the policy to take effect earlier or later than you originally discussed.

To edit the inception date on a policy:

  1. Select Policies.
  2. On the Policies List screen, select a policy number to open a policy.
  3. Beside Inception Date, select Edit to open the Policy Inception Date dialog box.
  4. In the Date boxes, type the new policy inception date.
  5. Select Done.