This feature, or some fields and options described, might not be available depending on your settings, security rights, or platform package. |
The Copy Policy/Submission feature allows you to copy a policy or submission from the same customer or another customer to create a new policy or submission. Once you have copied the policy/submission you can make any changes needed.
Open the customer you want to copy to.
From the Actionsmenu, selectCopy Policy. The Copy Policy/Submission data entry form appears.
Select the Customer you want to copy the policy from. The field defaults from the customer you are copying to, but can be changed.
Select the Policy # you want to copy from.
Select the Effective Date of the policy you want to copy from.
Enter/change the remaining fields for the new policy. For information on these fields, see the Copy Policy/Submission Selectionsection of this topic.
Click OK. The Policy data entry form for the new policy appears.
Open the customer you want to copy to.
From the Actions menu, select New Submission. The Submission Group data entry form appears. See the Submission Group topic for more information about this form.
Click the Copy Submission link. The Copy Policy/Submission data entry form appears.
Select the Customer you want to copy the submission from. The field defaults from the customer you are copying to, but can be changed.
Select the Policy # you want to copy from.
Select the Effective Date of the policy you want to copy from.
Enter/change the remaining fields for the new policy. For information on these fields, see the Copy Policy/Submission Selection section of this topic.
Click OK. The Policy data entry form for the new policy appears.
Field/ Column |
What is this? |
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Customer |
Select the Customer from whom you want to copy the policy. This field defaults from the customer you are copying to, but can be changed. Use Search to locate another customer. |
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Policy # |
Select the policy or submission you want to copy from. The customer's policies and submissions appear in the list. |
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Effective Date |
Select the Effective Date of the policy or submission you want to copy from. |
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Policy # |
The number assigned to the policy by the company, If unknown use TBD or another substitute. You can change the number when you receive the policy. |
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Effective Date |
The date policy coverage begins or the proposed effective date of the submission. |
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Expiration Date |
The date policy coverage expires. This date fills as one year from the Effective Date. You can select a different date. |
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Continuous |
Check this box if the policy or submission is continuous and does not have an expiration date. When checked, the Expiration Date blanks out and becomes inactive. |
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Transaction |
The Transaction type for the policy/submission. Select from the list. |
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Description |
The Transaction pre-fills to this field. However, you can type a brief description that identifies the Transaction. This is especially important if you have multiple Transactions on the same day. |
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Company |
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Billing/ Payment Information |
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Options |
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Do you need to enter or change policy or submission detail? See the Policy topic for more information.
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