Delete Test Quote in Navigator

You can delete a test quote in Navigator, however you cannot delete a client or a quote if a case is associated with that record. Each record can only be deleted one at a time.

In order to delete a quote or client you will go to the client tab in Navigator, then click "view" to see the client profile. You can then delete the client entirely, or delete a specific quote.

You are not able to go back during the underwriting section, once you get to the end. If the application has not be submitted yet, you must start a new application to complete the underwriting section to submit.

To delete a client (Click the delete button on the top right):

To delete a quote (click the red Trash Can Icon next to the quote):