Pro-Tips Monday: Taking Control of a Policy
Being a policy owner has it’s benefits. You are automatically and permanently given admin privileges on the policy. You get to say you’re the owner. You are granted the right to add or remove other admins at a whim! (And you have to pay for the policy usage, but don’t worry about that, you’re the boss!)
If you’d like to claim any of these fine perks for yourself you’ll need to take control of the policy. To do so, first you’ll need to upgrade to the plan of the previous owner. Then you’ll need to be added to the policy with Admin permission.
Once you’ve become an Admin on the policy, navigate to the Billing Section of the policy and follow the directions there to become the owner of the policy.
Once you’ve taken over billing you are the proud new owner of the policy!
If you have any issues taking policy ownership or have any questions about the process, please contact us at email@example.com and we’ll be glad to provide you with answers.