Remove a contact from an account
About this task
Removing a contact from a policy removes it from the policy, but not the account. Removing a contact from an account makes it unavailable for future policy transactions.
To remove a contact from an account:
Procedure
-
On the Account File Contacts screen, select the check box
of the contact that you want to remove.
PolicyCenter prevents you from removing the account holder and contacts that are associated with any policy or policy transaction.
- Click Remove Contact.