How to Update a Policy Number

How to Update a Policy Number

A step-by-step guide on how to update a policy number

ABOUT

Welcome!

Learn how to update a policy number for an upcoming plan.

Who should take this course?

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

  • Admin
  • Renewals
  • Fulfillment + Employee Editing

 

Topics we'll cover include:

  • How to update a policy number for a plan that's in open enrollment.

 

CURRICULUM1 min

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

ABOUT

Welcome!

Learn how to update a policy number for an upcoming plan.

Who should take this course?

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

  • Admin
  • Renewals
  • Fulfillment + Employee Editing

 

Topics we'll cover include:

  • How to update a policy number for a plan that's in open enrollment.

 

CURRICULUM1 min

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