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How to Archive and Unarchive an Insurer

Archive an Insurer

Sometimes we create duplicates of insurers, or insurers that we only need to use for a short period so we’d like to “delete”, AKA archive, the insurer so we can clean up our active list of insurers.

To do so, all you need to do is pop into your Settings tab and click on the Insurers button in your left hand menu. Go ahead and Edit the insurer you would like to archive.

screenshot of settings

Then all you’ll need to do is hit that Archive button and you’re good to go.

screenshot of archive button

Unarchive an Insurer

Now that we know how to archive an insurer, what happens if it needs to be used again?

An archived insurer can be reactivated with all previous billing history intact!

To start, you’ll want to head over to the Settings tab, click on the Insurers button and in the top-right corner of the Insurers listed, click on the Show Archived button.

screenshot of settings

Jane will now display a list of all the insurers, including ones that have been archived with a little grey tag. From here, you’ll click on the Edit button.

Next, you can make any changes to the insurer if you’d like, then scroll down to the very bottom and click the blue Save & Unarchive button to make the insurer active again.

You’re all set! Not only can you use this insurer on policies, but the billing history under that insurer will be made visible again.

As always, we hope this has been helpful to you, but we’re here if you need help or have any additional questions 😊

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