How to Edit the Insurance Provider on a Policy in BrokerCentral
Editing the insurance provider on a policy in BrokerCentral is a straightforward process. Follow these steps to make the change:
Navigate to the policy page in BrokerCentral.
Locate the Provider field on the policy overview.
Hover over the Provider field to reveal the edit option.
Click the edit (pencil) icon that appears.
Select the correct provider from the available options.
Confirm the change. The system will automatically update the related accounting entries to reflect the new provider.
Permissions Required to Edit Insurance Providers
Only users with the appropriate permissions can edit the insurance provider on a policy. Specifically, users must have permission to manage and access policies. The ability to edit the provider follows the same permissions framework as other policy edits in BrokerCentral. If you are unable to edit the provider, contact your system administrator to verify your permissions.
By following these steps and ensuring you have the necessary permissions, you can successfully update the insurance provider on a policy in BrokerCentral.