Change the active status on a contact from an account

About this task

You can change the active status on a contact in an account. An inactive contact can no longer be used in new or renewed policies. An inactive contact does appear in the list of contacts that can be added to new policy terms. PolicyCenter removes an inactive contact from new policy transactions based on existing policy terms.

To change the active status on a contact from an account:

Procedure

  1. On the Account File Contacts screen, select the check box of the contact on which you want to change the active status.
  2. Click Change Active Status.

    You cannot change the active status on the account holder.