Editing, Adding, Deleting and Transferring

Editing Policy Information

 

You may edit the source data for any policy that you have processed. Load any report, except a Summary Report, and right-click the policy you want to edit. Select Edit Single Address or Edit Duplicate Addresses, if you would like to edit duplicate addresses at once. From the Single Address dialog box, you may edit the policy number, premium type, source address, company code, or any of the four miscellaneous fields. From the Duplicate Address dialog box, you can edit the address fields only. Once you edit one or more fields and click Update, you cannot undo the changes you have made. If you edit any of the source address fields, the policy will be geocoded and may be assigned elsewhere. The policy will appear on the Address Changes Report.