How to: Modify Insurance Cards

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When you receive information about changes in the coverage amount, you can enter the new information on the insurance card, to ensure that you analyze insurance policy coverage correctly.

To modify an insurance card

  1. In the Search box, enter Insurance List, and then choose the related link.

  2. Select the insurance policy that you want to change. On the Home tab, in the Manage group, choose Edit.

  3. Change the relevant fields.

  4. Choose the OK button.