Editing Insurance Policy Details

Here are the steps to view and edit existing insurance policy details in Snap.

1

Click the Insurance tab and select Insurance Policies.

2

Click the pencil icon to the right of the insurance policy you wish to edit. (To delete the insurance policy, click on the trash can icon.)

3

Make any required edits on this page. To update the death benefit, CSV and annual premiums, make sure to click on the Edit button. Click here for details on editing these values.  Click Update to save the changes.

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