How do I move or transfer a policy from one client to another?

To move or transfer a policy take the following steps:

 

Step 1:  Open the policy you want to transfer

Step 2:  Hit Endorsement in the Utility menu at the top of the screen

Step 3:  Select Transfer Policy

Step 4:  Type in the name of person you want to move the policy to and hit Refresh

Step 5:  Highlight the name of that person and hit Merge

 

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Category: Policies

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