Occasionally a policy may be duplicated and there are two ways in which this can be dealt with.
The extra policy can merged into the existing one following these steps:
From the Policies Screen -
In this example we are going to merge two Directors & Officers policies
Click onto the policy you would like to keep and then go to the right hand side of the screen to the square with three lines in it.
Click on the Merge Policy in the drop down
This brings up another box which wants you to select the policy to merge.
Select the policy that is the duplicate to be merged into the current policy.
Press "Confirm" and then a green banner will come up and say that the policy has been merged.
The second way to get rid of a duplicate policy would be to delete it. This is a little more involved and requires a few more steps -
Select the duplicate policy that you wish to delete - go into the box on the right hand side with the three lines in it and select the "Unbind Policy"
Select this and the following box will pop up:
****If the policy has been invoiced - you will need to delete the invoice before unbinding the policy. The invoice will also need to be deleted from the accounting side as well.****
Click on Confirm and this will bring you back to the policy with "Quoted" now in the banner -
Go back to the box on the right hand side with the three lines and select "Delete Quote"
This will bring up another pop up box asking if you to confirm that you want to unbind the policy -
Click confirm and the policy will be deleted.
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