{"id":4520,"date":"2020-08-31T14:34:05","date_gmt":"2020-08-31T13:34:05","guid":{"rendered":"https:\/\/www.buildersprofile.co.uk\/website\/?page_id=4520"},"modified":"2022-03-16T12:49:57","modified_gmt":"2022-03-16T12:49:57","slug":"removing-insurance-policys","status":"publish","type":"page","link":"https:\/\/www.buildersprofile.co.uk\/website\/help\/removing-insurance-policys\/","title":{"rendered":"Removing Validation and Insurance Details"},"content":{"rendered":"<h1>Removing Validation and Insurance Details<\/h1>\n<h2>Summary<\/h2>\n<p>It is important to keep Insurance details in date and accurate for contractor assessments and approvals. This involves removing details and policy&#8217;s if they are no longer held.<\/p>\n<h1>How To Remove Validation(s)<\/h1>\n<p>1.\u00a0 Click on the \u2018<strong>Validation<\/strong>\u2019 tab across the top and view the Validation grid. Any validations that are currently in place will be shown with a Green tick icon.<img loading=\"lazy\" class=\"alignnone wp-image-3471\" src=\"https:\/\/www.buildersprofile.co.uk\/website\/wp-content\/uploads\/GreenTickIcon.png\" alt=\"\" width=\"28\" height=\"28\" \/><\/p>\n<p><img loading=\"lazy\" class=\"alignnone wp-image-4521 size-full\" src=\"https:\/\/www.buildersprofile.co.uk\/website\/wp-content\/uploads\/PolicyValidated.png\" alt=\"\" width=\"630\" height=\"82\" srcset=\"https:\/\/www.buildersprofile.co.uk\/website\/wp-content\/uploads\/PolicyValidated.png 630w, https:\/\/www.buildersprofile.co.uk\/website\/wp-content\/uploads\/PolicyValidated-300x39.png 300w\" sizes=\"(max-width: 630px) 100vw, 630px\" \/><\/p>\n<p>2. To remove a Validation simply click the &#8216;<strong>Unlock<\/strong>&#8216; button. This will remove the confirmation of the selected policy given by the Insurance broker.<\/p>\n<p>When the Validation has been unlocked, the policy tab will editable allowing you to make changes or to remove the policy from your Profile.<\/p>\n<h1>How To Remove Insurance Policies<\/h1>\n<p>Within the Insurance policy tab, firstly ensure the policy is not &#8216;locked&#8217;. If the tab is locked the information will be greyed out and in a read-only format with a message advising to head to the Validation tab. Please follow the steps above to Unlock the policies.<\/p>\n<p><img loading=\"lazy\" class=\"alignnone wp-image-4522 size-full\" src=\"https:\/\/www.buildersprofile.co.uk\/website\/wp-content\/uploads\/PolicyLocked.png\" alt=\"\" width=\"630\" height=\"148\" srcset=\"https:\/\/www.buildersprofile.co.uk\/website\/wp-content\/uploads\/PolicyLocked.png 630w, https:\/\/www.buildersprofile.co.uk\/website\/wp-content\/uploads\/PolicyLocked-300x70.png 300w\" sizes=\"(max-width: 630px) 100vw, 630px\" \/><\/p>\n<p>1. From the Policy tab, change the answer for &#8216;<strong>Do you have *Policy Name*?<\/strong>&#8216; to &#8216;<strong>No<\/strong>&#8216;. Move into a different tab to save your changes.<br \/>\n2. When you return to the policy tab, the option to &#8216;<strong>Delete *ALL* *Policy Name* Information<\/strong>&#8216; will be available. Click this button to blank out all the fields on the page and delete all the data for that policy.<\/p>\n<p><img loading=\"lazy\" class=\"alignnone wp-image-4523 size-full\" src=\"https:\/\/www.buildersprofile.co.uk\/website\/wp-content\/uploads\/PolicyUnselected.png\" alt=\"\" width=\"630\" height=\"133\" srcset=\"https:\/\/www.buildersprofile.co.uk\/website\/wp-content\/uploads\/PolicyUnselected.png 630w, https:\/\/www.buildersprofile.co.uk\/website\/wp-content\/uploads\/PolicyUnselected-300x63.png 300w\" sizes=\"(max-width: 630px) 100vw, 630px\" \/><\/p>\n<p>The &#8216;Delete ALL&#8217; button will not remove the selected documentation. Documents can be removed in the usual manner.<\/p>\n<h2>Trouble shooting<\/h2>\n<ul>\n<li>Should the &#8216;Unlock&#8217; button be clicked by mistake, simply click the &#8216;Import&#8217; button again to pull through the previous validation.<\/li>\n<li>If the &#8216;<strong>Delete *ALL* *Policy Name* Information<\/strong>&#8216; does not appear, ensure &#8216;No&#8217; is selected for the policy and move into another tab. When you return to the policy tab, the option will be available.<\/li>\n<\/ul>\n<p><strong>Related Topics<\/strong><br \/>\n<a href=\"\/website\/help\/insurance-overview\/\" target=\"_blank\" rel=\"noopener noreferrer\">Insurance Overview<\/a><br \/>\n<a href=\"\/website\/help\/broker-validation-process\/\" target=\"_blank\" rel=\"noopener noreferrer\">Broker Validation Process<\/a><br \/>\n<a href=\"\/website\/help\/adding-updating-insurance-brokers\/\" target=\"_blank\" rel=\"noopener noreferrer\">Adding \/ Updating Insurance Brokers<\/a><br \/>\n<a href=\"\/website\/help\/updating-insurance-information\/\" target=\"_blank\" rel=\"noopener noreferrer\">Updating Insurance Information<\/a><br \/>\n<a href=\"\/website\/help\/requesting-validation\/\" target=\"_blank\" rel=\"noopener noreferrer\">Requesting Validation<\/a><br \/>\n<a href=\"\/website\/help\/importing-validations\/\" target=\"_blank\" rel=\"noopener noreferrer\">Importing Validation<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Removing Validation and Insurance Details Summary It is important to keep Insurance details in date and accurate for contractor assessments and approvals. This involves removing details and policy&#8217;s if they are no longer held. How To Remove Validation(s) 1.\u00a0 Click on the \u2018Validation\u2019 tab across the top and view the Validation grid. Any validations that [&hellip;]<\/p>\n","protected":false},"author":20,"featured_media":0,"parent":2772,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":[],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v18.4.1 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Removing Validation and Insurance Details - Builder&#039;s Profile<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.buildersprofile.co.uk\/website\/help\/removing-insurance-policys\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Removing Validation and Insurance Details - Builder&#039;s Profile\" \/>\n<meta property=\"og:description\" content=\"Removing Validation and Insurance Details Summary It is important to keep Insurance details in date and accurate for contractor assessments and approvals. 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