Make a location primary

About this task

Typically when creating an account, the account holder’s address becomes the account’s primary location. However, you can select another location to be primary.

Note: The primary location on the account and policy can be set to different locations. If you set a location as primary on a policy, it does not affect the account level location settings.

You must first find the account of the location you want to modify.

Procedure

  1. In an account, navigate to the Account File Locations screen.
  2. On the Account File Locations header, select the check box of the location you want to make primary.
  3. Click Set as Primary.