If you have bound a policy and sent out the invoice and then realise that a mistake has been made, these are the steps you will need to go through to make the changes:
The first thing to do is to go to the accounts setting and delete the invoice (this will probably be in the "Invoices > Awaiting Payment" section. If you do not have permission to do this, you will need to ask the "superuser" or contact BrokerCentral.
Once the Invoice for the policy has been deleted, you will be able to unbind the policy.
Go to the Client File and click on the Policies. This will show all policies on cover and the one with the deleted invoice should come up as "pending" -
click on the three dots on the pending policyThis will then take you to the policy and from that screen you can unbind the policy.
Using the three lines int he corner of the page, you will be given the following options:
Click on "Unbind Policy" which will bring up this pop up:
Click on Confirm and then it will put "Bind Policy ****" back under the Outstanding Tasks > Task Description.
Go back to the main "Client Overview" and click on Proposals
Then click on Modify Proposal -
Make whatever changes need to be made and continue back through the process, re-bind the policy and re-issue the invoice.
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