How to copy an insured

Market and agency users can copy an insured on the:

• Insured menu > All Insured page. Just hover over the insured you want to copy and click the Copy button.

• Insured page by selecting Copy insured in the menu .

The following information will be copied:

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