How do I delete a policy or a generation?

There may be times when you need to delete a policy or generation from Jenesis.

There are several ways you can accomplish this.

Method 1

Step 1:  Open the Client Profile

Step 2:  Click Policy List

Step 3:  Highlight the policy you want to delete (If you don’t see it click show all at the bottom of the screen)

Step 4:  Hit Delete on the keyboard


Method 2

This is the preferred method

Step 1:  Click on the policy you want to delete (Note if you don’t want to delete the whole policy scroll to the generation you want to delete)

Step 2:  Click Endorsement

Step 3:  Click Delete Generation


For video help check this out

View Video Here

Please click here if this helped you.
0 people found this helpful.

Category: Policies

← Faqs