View, edit, or delete an existing pre-renewal direction
Before you begin
About this task
You can view, edit, or delete a pre-renewal direction on a policy.
Procedure
- In this example, navigate to a policy that has a pre-renewal direction.
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Click the Summary link under the
Tools menu to display the Policy
Summary screen.
In the Details listview, a link to the pre-renewal direction appears under This policy has pre-renewal direction.
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Click the pre-renewal direction link view the pre-renewal direction on the
Pre-Renewal Direction for Policy Term screen.
From this screen you can Edit, Delete, or View Notes on the pre-renewal direction.
