Delete a Policy

Your agency can give individual staff members the authority to delete policies by entering their staff codes on the Client/Policy Flags Personalization page. (The default is that no staff members are allowed to delete policies.)

A staff member who is authorized to delete policies can delete any policy that meets the policy eligibility requirements.

Policy eligibility requirements

To be eligible for deletion, the policy must not have:

  • Been invoiced.
  • Any claims.
  • A next term.

Delete a "next term" policy

When you delete a next term policy, such as a policy that was renewed, rewritten, or re-marketed in error, the system removes the CNR data, CNR date, and next policy term sequence number from the current term policy, thereby returning the current term policy to active status.

To delete a policy

To perform this procedure, you must be:

  • Authorized via the Client/Policy Flags Personalization page to delete policies AND
  • Signed on to the current Sagitta session using your own user ID.
  1. Look up and load the client. The Client Details page appears showing a list of policies attached to client.
  2. From the list of policies, select the policy you want to delete.
  3. Click Maintain on the Policies Toolbar. The Maintain An Existing Transaction page appears.
  4. Select a transaction. The Policy Detail page appears.
  5. Click Delete or press ALT+D.
  6. If the system displays a message indicating that the policy is ineligible for deletion because it has been invoiced, has a claim, or has a next term, click OK on the message. Stop here.
  7. When the "Are you sure you want to delete this record?" confirmation message appears, click Yes. The system:
  8. Deletes the policy from the system.
  9. Checks for and deletes, as applicable:
  10. All memos attached to all transactions for that policy term. (The system does not delete memos created outside of a transaction.)
  11. The CNR data, CNR date, and next policy term sequence number for the current term policy, thereby making the current term policy active.
  12. All items listed in PI.Control.
  13. All associated History records.
  14. All associated links records.
  15. References in cross-reference files.
  16. Removes the policy from the Policy Grid.

 

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