How to change Effective and Expiration dates

Effective and expiration dates are first set when you create a new request for a quote or a policy. You can set these dates individually for each quote request or policy, market, and quote.

Quote request page

To change the effective or expiration date on the Quote request page or Policy page, click the date in the upper-left corner of the page. Then, change one or both dates in the drop-down box, and click Save.

effective and expiration dates

Market Smart Q&A

To change the effective and expiration dates on the Market Smart Q&A or Quote Smart Q&A, just click the respective field and select a new date in the calendar. 

Effective and expiration dates on the MSQA


If you create your submission during Uplink, dates are set automatically according to your uplinked ACORD. If dates are absent, the effective date is set as of today (+ policy effective time delay if specified in Setup > Settings).