How To Edit The Policy Products

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This will help you to alter or amend the figures such as benefits, liabilities, limits etc, of a policy.

For example: Editing the details on “MOTOR PRIVATE COMP”

  1. Click on the “Actions” tab on the far right on “MOTOR PRIVATE COMP” row and then choose the “Settings” option
  2. The action will send you to the “Products Settings” page, and give you a summary of the product
  3. Click on the “Actions” tab on the far right hand corner of your screen. It will reveal a dropdown list, select “Risk Note Setup”
  4. This action will reveal the details of the “Risk Note Setup”
  5. Edit/change any wording or figures to suit your needs, by simply clicking inside the cell and writing your requirements