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Updating Policy Status

See how to update each policy status on the pending page.

Updated over 8 months ago

From the Pending page

If you are on your pending page, you can change the status of Policies in the list. There are a few ways to do this.

One at a time

If you have policies that have already hit their effective date, then you can simply click the checkbox in the "Issued" column to turn the policy "Active."

All at once

Alternatively, if you have a lot of policies on your pending page that need to be active, you can click the green "Issued" button to perform a batch status change to "Active"

Automatically

Your last option is to have the system automatically change the policy status to "Active" on its effective date. To do this, follow these steps.

  1. Click your initials or profile picture at the top right of the screen and click "Settings."

  2. From your settings page, find and click "Pages" from the settings navigation.

  3. Once you are in the "Pages" section, find and "Pending Business" section

  4. Change The dropdown to "Automatic" and then click Update.

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