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

How to Delete 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. Select the policy's Dropdown > Remove
  6. Select Remove again to confirm.
Was this article helpful?
0 out of 1 found this helpful