Adding or removing locations at the policy level

Adding or removing locations on a policy is a part of the job (policy transaction) wizard. However you have additional options. The options can vary based on the line of business.

• New Location creates a new location on the policy and on the account. The location is available to other policies under the account.
• Remove a location by selecting the locations you want to remove and clicking Remove. This action removes the location from the policy. The location still exists on the account.
• Add Existing Location allows you to add an active account location to the policy.
• Add All Existing adds all the active account locations to the policy.