View, edit, or delete an existing pre-renewal direction

Before you begin

Create a pre-renewal direction

About this task

You can view, edit, or delete a pre-renewal direction on a policy.

Procedure

  1. In this example, navigate to a policy that has a pre-renewal direction.
  2. 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.
  3. 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.