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How to Update a Policy Type
How to Update a Policy Type
Andrew Day avatar
Written by Andrew Day
Updated over a week ago

If a policy provider updates their coverage details, a Customer Service Representative–or CSR–should update the policy type's default settings. Any updates to a policy type's default settings will be reflected in any client policies that use the policy type, which saves the customer support team from updating every policy individually. Custom policies, however, will not be affected by updates to the master policy type.

Required permission(s): client_read, policy_type_update

  1. In the Clients module, open the Settings tab.

  2. Click the Policy Types sub-tab.

  3. Select a policy type.

  4. Adjust the policy type's information as necessary.

    • Policy Type

      • Policy Type Name: The name of the policy or policy provider.

    • Policy Details

      • Policy Enabled: Indicates whether or not the policy type is enabled.

      • Global Policy: Indicates whether or not the policy type describes a global policy. Global policies cover any and all products. A non-global policy will only cover a product if the policy type is selected in the product's Policies tab.

      • Provider Number: The policy provider's ID number. Upon generating a Policy Receipt, the document will pull the provider number from this field.

      • Percentage Discount: The percentage of the order cost covered by the policy type.

      • Shipping Covered: Indicates whether or not the policy type also covers shipping costs.

    • Policy Limits Price Per Gram

      • Max Price per Gram Covered: The maximum price covered per gram of cannabis.

      • Discount Type: The category of discount under which the policy type falls. Discount types contribute to accurate data collection on the Policy Usage Report, Policy Type Report, and Discount Report.

      • Discount on Remaining Amount Owing: These fields describe the percentage of the remaining price–after policy coverage–the licence holder will cover, broken down by product type. If the licence holder does not offer additional discounts, leave these fields at 0%.

  5. Click Save. This summons a modal listing all client policies that will be affected by the update.

  6. If everything is in order, click Save to update the policy type. This will also update any client policies that use the policy type, except for custom policies.


Visit the Policies tab in a Client's Profile to Add a New Policy.

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