Tools & integrations
FAQ & troubleshooting
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.
- Insured page by selecting Copy insured in the Menu.
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.