Tools & integrations
FAQ & troubleshooting
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
- policies (with notes, selected markets, and attached documents)
Note: Supplemental forms and quotes received from markets are not copied.