How do I Change the Insured on a Policy?

This article explains how to reassign a policy from one insured individual to another within the system. It provides step-by-step instructions, tips for accuracy and efficiency, and a link to a video tutorial for additional guidance.

To reassign a policy from one insured individual to another within the system.

Navigate to the Insured that needs reassignment.
Click on "Actions and Details" next to the policy or select the policy number to open the details page.
Click the "Edit" button located in the top-right corner of the page.
Scroll to the bottom of the page to identify the current insured individual associated with the policy.
Use the search field to find the correct insured individual and select their name.
Click "Update" to save the changes and complete reassigning the policy.

Verify Accuracy: Double-check that you are reassigning the correct policy to the appropriate insured individual.

For a visual walkthrough of this process, check out the below video: