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Update Policies (by Carrier)

Overview

Modify properties for multiple policies simultaneously using the Update Policies tool found on the Carrier screen.

Update Policies Button

🔍 Key Features

  • Bulk Editing: Change status, agents, or other properties for many records at once.
  • Flexible UI: Click headers to sort, or drag-and-drop columns to reorder your view.

Bulk Update Grid

💡 Best Practices

  • ✅ Termination Tip: Always select a specific Termination Date; otherwise, the system will default to today's date.
  • ✅ Data Review: Sort by "Effective Date" to quickly identify and update policies from a specific year or quarter.

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