Modify or edit my risk

To modify a risk, use a Dashboard tile or the Search feature to find the desired risk. 

When you open it, you will land on the Risk Summary page:

  • if there is a Modify button on this page, click this button to unlock the risk for editing; this is typical in cases where you have quoted a risk or are in negotiation with Underwriters
  • if your risk proposal is In Progress of being completed, expand the sections on the Risk Summary page to see what information is missing 
  • use the Navigation tabs to jump to the section you need to complete and edit
  • once you have completed your edit(s), jump over to the Risk Summary page and select Generate Quote