How do I edit my policyholder's information?

Updated 9 months ago by Jennifer B.

Option 1

  1. Click PROJECT DETAILS in the Welcome card on your dashboard.
  2. Click Edit [Edit].
  3. Click the Policyholder tab.
  4. Update your policyholder's information.
  5. Click SAVE.

Option 2

  1. Click your policyholder's name above your Main menu.
  2. Click Edit [Edit].
  3. Click the Policyholder tab.
  4. Update your policyholder's information.
  5. Click SAVE.

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