Edit the policy change effective date
About this task
You can edit the policy change effective date in an unbound policy.
Procedure
- Find a policy change that has not been bound and issued.
-
Select .
The Policy Change Summary screen appears.
-
Modify the Effective Date and, optionally,
the Description.
The effective date must be:
- Different that the current effective date.
- Within the current slice. See New effective date in policy change must be within the same slice and policy term.
- Click Next to advance to other screens in the policy change wizard. You can make other changes to the policy.
- Click Quote or Save Draft.
- Click Issue Policy if you wish to bind and issue the policy change. After you issue the policy, you are no longer able to edit the effective date of the policy change.