Primary contact: Edit policyholder information

Updated by Jennifer B.

Option 1

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

How Did We Do?