Bulk Change - Termed Policies

Bulk Change - Termed Policies

Termed is a status that for a policy that is no longer active and not paying commissions.  A termed date is required for a policy with a Termed status.  The bulk term tool can terminate multiple policies at one time and add a specific term date.


Bulk Change - Termed Policies

  1. Go to the Main Menu.
  2. Click Policies.
  3. Click the import policies icon .  
  4. Click Bulk Term Policies.
  5. Save the file to your computer.
  6. Enter the policy numbers and termination dates for policies that have terminated.
  7. Save the file.  
  8. Click the Browse button or drag and drop your file into the window.
  9. Click IMPORT.
  10. All policies in the file will be automatically updated.

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