How to Edit a Policy Number

How to Edit a Policy Number

Learn how to edit an active plan's policy number

ABOUT

Welcome!

Learn how to edit an active plan's policy number.

Who should take this course?

This course is recommended for all Certified Broker Partners who have the following user permissions:

  • Admin
  • Renewals

 

Topics we'll cover include:

  • How to edit an active plan's policy number in the Benefits Administration App.

CURRICULUM1 min

  • Let's Get Started!
  • How to Edit Policy Number 1 min
  • Next Steps
  • Satisfaction Survey

ABOUT

Welcome!

Learn how to edit an active plan's policy number.

Who should take this course?

This course is recommended for all Certified Broker Partners who have the following user permissions:

  • Admin
  • Renewals

 

Topics we'll cover include:

  • How to edit an active plan's policy number in the Benefits Administration App.

CURRICULUM1 min

  • Let's Get Started!
  • How to Edit Policy Number 1 min
  • Next Steps
  • Satisfaction Survey