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

Updated 1 month 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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