How to copy an insured

Market and agency users can copy an Insured on the Insured > All Insured page.

Click the Copy button in the last column of the table and OK in the confirmation dialog.

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.