Field/ Column

What is this?

Customer

Select the customer that has the policy and line of business you want to copy From. The currently opened customer defaults to this field. Use Searchto locate another customer.

Policy #

Select the policy you want to copy From. The policies for the customer selected appear in the list.

Tran Date

Select the transaction date of the policy you want to copy From.

Refresh  

Click Refreshto display the lines of business attached to the selected customer, policy, and transaction date.

Selecting the Lines of Business to Copy

To select the lines of business you want to copy, do one of the following:

• For one line of business, click the row you want to copy.

• For a line of business group (adjacent to each other) click the first line of business row, hold down the shift key, and select the last line of business row.

• For non-contiguous lines of business (non-adjacent to each other), hold down the Ctrl key, and select each line of business you want to copy

• For Alllines of business, check theSelect Allbox.

Description

The description entered for the line of business.

This is not the same as the Policy transaction description.

Copy Selected Line of Business

After selecting the lines of business to copy, click this button. All selected lines of business are copied to theTopolicy.

Cancel Copy

Use to cancel the process and return to the open Policy data entry form.