Navigation:  Policies > Policy Functions > Update Reference

As policy details are generally locked, the auto renewal status of 'enabled', for example, can be updated through the 'Update Reference' function.

 

To update a policy reference, go into the policy record and select from the Policy side function menu.

 

You will be presented with a Policy Reference Update window:

 

 

•Policy ID: This is a non-editable field which displays the ID number of the policy you are currently in.

•Transaction ID: This is a non-editable field which displays the ID number of the transaction for the policy you are currently in.

•Broker Policy Ref: Here is where you can enter the reference you wish to update.

•Closing OK: Check the box .

•Debt Collection: Check the box .

•Insured Name: Here is where you can enter the insured name you wish to update.

•Auto Renewal Status: Choose one from the drop down menu.

 

Click on to continue with the update, or to discontinue the update.