Primary contact: How do I edit my policyholder's information?

Updated 1 year ago by Jennifer B.

Option 1

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

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