Add & Delete Contact Release Date: September 30, 2023 Overview Users can manage contacts directly from either Account360 or the Directory/Contacts section. This functionality allows users to add new
Deleting/ Cancelling an existing policy Navigate to Active Policies Click on a policy that you want to delete/cancel A notification for canceling the policy will appear in a pop-up box.
eSign delete restriction Description: Admin can restrict the agents\’ access to the eSign delete option, allowing the agent to do so only if they have access to delete