Adjust Insurance

Edit Policy

Users can edit policies until they are approved.

• Select the policy or certification you would like to edit.
• An edit certificate window will appear.

• Remove a policy- unselect the check box next to the policy you would like to remove.
• Add a policy- select the check box next tot the policy you would like to add and enter the policy dates.
• Edit policy dates- there are two different ways to edit a date:

1. Select the text, erase the date and type the new one.
2. Select the icon and select a date from calendar

• Approval Status- select the text or dropdown icon and select from the list.

Delete Policy

Users can delete policies until they are approved.

• Select the policy or certification you would like to edit.
• An edit certificate window will appear.
• Select the icon located at the top right-hand corner of the window.
• Select "Delete".
• A confirmation screen will appear, explaining this action is permanent.
• To finish deleting the policies, select the button on the confirmation screen.