How do I remove a product I have selected?

If a client no longer requires terms for a product you have selected, you have 3 options to remove the product:

  1. You can navigate back to the 'Select Coverage' screen and remove the product.
  2. If you wish to remove the product at quoting, navigate to the 'Build Quote' screen and select 'De-Select' next to the product to remove it.
  3. If you wish to remove the product at time of binding, you can select 'De-Select' next to the product before proceeding to bind.