To delete an insurance class
- From the navigation menu, select “Insurance Agents“.
- Click “Manage Insurance Agents“.
- Select the insurance agent that you wish to delete its class by clicking it.
- In the “Summary” tab, find the “Classes List” Section.
- Click the more options icon next to the class you wish to delete.
- Click “Delete“.
- Answer the confirmation message with “Yes” to confirm the deletion or “No” to cancel.
- Note that you cannot delete classes assigned to clients.