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Duplicate a Policy for Rewrite
Dion Innes
#1 Posted : Tuesday, March 28, 2017 8:26:53 AM(UTC)
Rank: HawkSoft Representative

Groups: Employee Mod, General Mod
Joined: 9/28/2012(UTC)
Posts: 208

Was thanked: 6 time(s) in 6 post(s)
Did you know that you have the ability to duplicate a policy in HawkSoft CMS?

Duplicating a policy is useful when rewriting a policy from one carrier to another carrier.

Rather than inserting coverages, underwriting information, locations, interest holders, vehicles, drivers, etc, simply duplicate the policy and modify carrier information, dates, and any coverages that may be different with the new carrier.

This option is especially useful if the policy is with a carrier that is either not supported by your comparative rater or the carrier doesn’t offer policy downloads.



To duplicate a policy

1. Retrieve the client file, and then select the policy to be duplicated.

2. Launch the Action menu.

3. Select Internal > Duplicate Policy.
A confirmation message appears.

4. Click OK to duplicate the policy.
A confirmation message appears. The policy number has been removed from the duplicated policy to prevent problems with the download.

5. Click OK, and then complete the Add Log Entry Comments.



Modify the duplicated policy

1. Open the duplicated policy, and then launch the Action menu.
2. Select Internal > Change Client/Policy
3. Modify the policy as needed.

See Duplicating a Policy in the Help System for more information.
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If you have a tip or trick that you'd like to see posted in our Tips & Tricks forum, please email dinnes@hawksoftinc.com.

Please include "Tips & Tricks" in the subject line.


Thank you for choosing HawkSoft!
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