How to copy an insured

Market and agency users can copy an Insured on the:

  • Insured > All Insured page. Just click the Copy button in the last column of the table.

Copy on the All Insured page

  • Insured page by selecting Copy insured in the Menu.

copy insured

The following information will be copied:

  • insured details
  • contacts
  • policies (with notes, selected markets, and attached documents)
  • documents.

Note: Supplemental forms and quotes received from markets are not copied.