You can edit an insurance policy on a matter from the Parties component.

How to Edit an Insurance Policy

  1. Navigate to Matters > [Matter Name]
  2. Select the Parties tab. 
  3. Select a Party.
  4. Scroll to the Related to this Matter section > Insurances (Policy Holder).
  5. Choose one of the policies listed and select its Dropdown > Edit.
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  6. Make updates.
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  7. Save
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