Deleting an Insurance Class

  1. From the main menu, click on “Insurance Agents“.
  2. Click on “Manage Insurance Agents“.
  3. Click on the insurance agent that contains the class you wish to delete.
  4. Next to the desired insurance class, click on the “More” button “” and select “Delete” from the menu.
  5. Click on the “Yes” button when the deletion confirmation message appears.
  • Note: You cannot delete a class that has been assigned to a client.