If you need to change a policy’s insurer, product or plan name, then starting from the Main Menu…
Insurer Or Product Does Not Appear In Drop-down
When using the drop-downs, as shown above, if you cannot find the insurer or plan that you require you should click the “Setup…” button between the “Insurer name” and the “Plan name” fields. This will take you to the Product Set-up screen (see “Set-up, Products”). After you’ve created the product you require, when you exit you’ll automatically return to the scrolling Policies screen, with your newly created product pre-selected.
Whereas you can change a policy’s insurer, product and plan, you cannot change the fundamental type. This is because a pension, for example, is fundamentally different from a mortgage or motor policy.