Workflow: Editing Personnel on a Policy

When a policy is created, the personnel entered in Customer Setup are automatically assigned to the policy. These personnel can be edited.

1. Open the Customer and Policy that includes the personnel you want to edit. How?
2. Expand the Basic Policy Information > Personnel section of the policy form.
3. From the Personnel grid, select the person you want to edit. Click Edit from the section menu. The Edit Personnel or the Edit Personnel on Billed Policy form appears, depending on whether the policy has been billed or not.
4. The only options available to change are the Negotiated Commissions, and the Primary Service Team if the person you are editing is not a current member of the team. Make the appropriate changes as desired, and click OK.
5. The Policy form appears. Click Save or Save & Close to record the change.

Because you cannot change the Effective As Of date when editing, if an employee or broker has an incorrect effective date you need to do the following:

1. Delete the employee/broker. How?
2. Re-add the employee/broker with the correct Effective As Of date. How?

What's Next?

For additional information on editing personnel on a policy, consult the topic Working with Policy Personnel.