Edit a Binder

  1. Locate the client in question and access the Proofs of Insurance area.
  2. Click Binders under Proofs of Insurance on the navigation panel.

     Note: You can access binders from the Policies area by clicking Access > Proofs > Binders > Open Binders or Closed Binders on the options bar or menubar.
  3. A list of binders for the selected customer displays. Change the binders that display in the list if necessary.
  1. Click the binder you wish to edit or view.
  2. Do one of the following:
  3. The Binder Detail screen displays. The navigation panel expands to show the available categories for the selected policy. Click a category to show its specific sections on the policy. Click a specific section to view or fill in the information related to that section.

  1. A form displays on the right. View, add, or amend the fields as necessary.
  2. To view or revise information on these forms, select the correct line in the list. If there are no items in the list and the form is grayed out, click the Add button . The fields on the form are activated, allowing you to fill in the information.
  1. Various tabs display below the list. Each tab contains different fields. To view or revise information in these fields, select the correct line in the list. If there are no items in the list and the fields are grayed out, click the Add button . The fields on the form are activated, allowing you to fill in the information.

    To delete an item in the list, click the item, and then click the Delete button or press [Delete] on your keyboard. You are prompted to verify that you want to delete the record. Click Yes.
  2. When you have made the desired changes, do one of the following:

See Also