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:
- Select Policies.
- On the Policies List screen, select a policy number to open a policy.
- If the policy doesn’t have an open revision, create a new revision.
- 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.
- Select Yes.
- Commit the revision.