Primary contact: Edit policyholder information

Updated by Jennifer B.

Option 1

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

Option 2

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

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