Did you tag the wrong lead source on your sale and want to change it?
Typed in the wrong premium?
Need to update a policy date?
That's easy! All you have to do is the following:
Go to the Customers tab
Click on the customer's name (or search for it in the search box)
Click the three dots in the top right corner of the policy
Click on Edit Written Policy
Update the policy information as needed
Click Save
Note: This will not send a new sales alert. It will only update the reports and commission (if applicable).
Still have questions? We're here to help! You can start a live chat with our Support Team by clicking the icon in the lower right corner of the screen. Support is available between 9am and 5pm EST, Monday - Friday. (Messages sent outside of those hours will be answered ASAP on the following business day.)