Deleting or disabling a policy hold

If you delete or disable a policy hold, PolicyCenter no longer applies the policy hold to policies.

  • To delete a policy hold – Select the policy hold in the Policy Holds screen or view the policy hold, then Delete it.
  • To disable a policy hold – Set the Hold End Date to the Hold Start Date to disable the policy hold.

When the policy hold no longer applies, the policy hold underwriting issue becomes an orphan on the policy transaction. PolicyCenter removes the orphaned underwriting issue from the policy transaction. If PolicyCenter removes a policy hold from an automated renewal, PolicyCenter returns the renewal to automated processing.

Note: You must have sufficient permission to view and work with the Policy Holds screen. For more information, see Policy hold permissions.