Insurance

How do I correct an insurance policy number in LOXA?

Open the policy and update the policy identifier. The detail page shows the corrected value.

For
Organization owner, Organization admin, Property manager
Updated
August 9, 2026
LOXA Insurance screen with fictional demonstration data
Demonstration account with fictional names, addresses, and financial records.

Before you start

  • You need access to the Insurance workflow in your LOXA role.
  • Have the number from the current certificate ready before you begin.

Step by step

  1. Sign in to LOXA and open Insurance.

  2. Open the policy and update the policy identifier

  3. Enter or review the number from the current certificate.

  4. Review the record and select the available save, confirm, or continue action.

  5. Verify that the detail page shows the corrected value.

What should happen

The detail page shows the corrected value.

Open this workflow in LOXA