First, navigate to the COI module at the top of the screen.
Next, click on the Active policy you'd like to replace.
Scroll down to the bottom of the page and click Reject for each policy. Since rejecting a policy always requires a reason, you can write in that you received a COI from a new carrier. Click save when you've rejected all the policies.
- Note: If the sub has sent you their insurance from their new carrier, feel free to follow the instructions below. Otherwise, your sub can submit the documents themselves on their side since you've just rejected each policy and the platform will require new documents.
Clicking Save will return you to the previous Certificates page. The request should now show Rejected for all of the policies. Click on the request again and this time click the Upload COI button.
You'll be taken to a page that allows you to Choose files from your computer to upload.
Once you select the COI, click Submit in the upper right corner of the page. The policies will now change from Rejected to Active.