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How do I change the status of a policy?
How do I update my program's wordings?
Override premium and fees
Renewal issues when questions have changed
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Policy

How do I change the status of a policy?

Only admins can change the status of polices.

Step 1. Open the policy from your dashboard

Step 2. Scroll down to the Application section and click to expand it

Step 3. Find the "Edit Submission" 

Edit submission to change status
You may be asked to sign in again to verify you are an admin. If your password does not work, contact support to add you as an admin.


Step 4.  Find the status dropdown and change to desired stage.

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change the status dropdown

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Step 5. Scroll to the bottom and SAVE


Step 6, Close the edit tab and refresh the original policy page to see the updated status.

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Policy

Override premium and fees
If your program is set to auto-generating prices, but you want to give your client a discount, it's easy to override the rates.
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Edit Quote
To change a renewal policy, it's important to note the current status of the policy. If it's a QUOTE, you can
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