Make changes to buildings or locations in a policy change

About this task

You can make changes to buildings and locations in either a submission or change policy transaction. In a submission policy transaction, you can change or delete buildings and location that have been previously entered or imported but not yet bound or issued. In a renewal policy transaction, you can add, change, or delete existing buildings or locations.

To make changes to buildings or locations in a policy change:

Procedure

  1. In a PolicyCenter submission or change policy transaction, export a buildings or locations spreadsheet.

    PolicyCenter does not allow you to change location information in a buildings spreadsheet. PolicyCenter displays an error upon importing the spreadsheet. Change only building information in a buildings spreadsheet; change location information in a locations spreadsheet.

  2. In the spreadsheet editor, select the appropriate action in the Action column for the coverable:
    • Blank – Change building or location data. Make the necessary changes within the spreadsheet row.
    • Add – Add new buildings or locations. Make the appropriate additions by following the same steps as described in the previous section.
    • Delete – Remove buildings or locations. No changes to the building or location data are necessary.
  3. Repeat step 2 for each building or location that must be changed.
  4. Save and import the spreadsheet to PolicyCenter.