How to Edit Policies

💡: Within Policies, you now have the ability to make your own updates by being able to relabel your policies, upload or download multiple policy documents, and select multiple coverage-types for your policy.

See steps below.

How to Edit Policies:

1. Go to the Settings tab then navigate to your Policies section and select "Edit" next to your policy.

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2. Within your policy, you will see the option to update your Label name, pictured below.

 

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3. Scrolling down in your policy, you will see an Upload button within your policy period. You can select this "Upload" button to upload policy documents.

 

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4. While uploading your document, you will have the ability to select the Carrier type. This is a multi-select dropdown to ensure you can select that these documents are regarding multiple lines of coverage.

 

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4. As you can see below, once there is a document uploaded, there is also an option to download documents.

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5. Once all changes are made, make sure to press "Update Policy" at the bottom of the page to secure your changes.

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To learn more about this or see it action, please reach out to your Customer Success Manager or Aclaimant Support Team to discuss further.

 

 

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