Delete a firm

Step-by-step instructions on how to delete a firm.

  1. From the More tab, tap Firms .
  2. Select the firm you wish to delete.
    • please verify this is the firm you wish to delete.
  3. On the top right, tap Options .
  4. Tap Delete.
  5. Type “Delete” to confirm (not case-sensitive).
  6. Once you select OK, this firm will be removed from Adjuster Pilot.

You will be returned to your list of firms.

NOTE: Deletions are permanent. You will not be able to retrieve information once deleted, so make sure you want to delete the firm before proceeding. Deleting firms may affect associated data.

Updated on December 12, 2023
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