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How to update a policy status in Proformex?

This article explains how to update the status of a policy record and describes what each status value means.

Steps to update a policy status

  1. Go to Policies and open the policy you want to update.
  2. Click Edit to enter edit mode for the policy record.
  3. Locate the Policy Status field and select the appropriate status from the dropdown.
  4. Click Save to apply the change.

Policy status reference

  • In Force

  • Suspended

  • Deferred

  • Death Lapse

  • Pending

  • Paid Up

  • Lapsed

  • Terminated

  • Policy Converted

  • Death Claim

  • Surrendered

  • 1035 Exchanged/Replaced

  • Not Taken/Declined

  • Matured

  • Pended Rescinded