How do I Remove a Policy from my Account?

If you have entered a policy in error, if the policy is old and out of force, or if there is any other reason you no longer want a policy in your account, you can remove it. Read on to learn how.

 

1.  Search for the policy number you want to remove and click on the policy number to reach the policy's detail page.
2.  Once on the policy detail page for the policy, click the Action button with box button on the top right.

    3.  The 'Remove Policy' option will appear, click on it.   

    4.  A modal box will appear.  Select the Reason you would like to Remove the policy and then click >Remove Policy of the bottom of the modal. 

    Once you click >Remove Policy, the policy will be removed from your system and it will no longer count towards any of the totals on your dashboard, no notifications or requests will be sent out for the policy and it will not be found in any search results in the platform.    

    Any documents which are associated with the policy will also be removed.  This is a final action, and once taken, the policy cannot be restored.