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 the desired policy.

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

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

4. While uploading 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.

4. Once there is a document uploaded, there is also an option to download documents.

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

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