Policies

Policies

Remove contacts from policies

You can remove named insureds, additional interests, underwriters, and premium finance companies from a policy.

Note: At least one named insured and one agency contact is required on the policy.

To remove a contact from a policy, complete the following steps:

  1. Select Policies.
  2. On the Policies List screen, select a policy number to open a policy.
  3. If the policy doesn’t have an open revision, create a new revision.
  4. On the Information tab, select the red X icon to the left of the name of the contact you want to remove. A Warning pop-up window will appear asking you to confirm that you want to remove the contact from the policy.
  5. Select Yes.
  6. Commit the revision.