Policy: Move A Policy To Another Client

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Training 3: Entering Policy Information

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Policy Tasks Profiles

Policies can be moved between clients for a number of reasons.

• Merge two duplicate client records together.
• Policy downloaded to wrong client
• Combine two clients who become associated due to getting married.
• Split two clients apart who are no longer associated due to a divorce.
• Split two clients apart to separate personal lines vs. commercial lines business.

Move A Policy Without Accounting History

This process will move the policy record, all policy activity, and all items including attachments, memos, and forms to the new client.

This option will not be listed if the policy has ever been invoiced.

1. Load the Client on one of the four Client Tabs.
2. Left-Click the Policy Number within the Active Policies band to open Policy Express.
3. Select Automated Procedures -> Move Policy to New Client. (If the option is not listed, see "move a policy with accounting history" below.)
4. Enter the New Client's Number, or enter a * to search by keyword.
5. To optionally create a follow up diary item, select the Create Diary option.
6. Select Ok.
7. When the process completes, a message will appear on screen stating Process Completed.

Move A Policy With Accounting History

If a policy has accounting history, but later needs to be moved to another client, different steps are required.

All the previous policy terms and transactions will remain under the original client, while new transactions to the policy will appear under the new client.

1. Load the Client on one of the four Client Tabs.
2. Left-Click the Policy Number within the Active Policies band to open Policy Express.
3. Select Create Item -> Invoice to open Express Billing.
4. Select Policy -> Close Transaction.
5. Select Policy -> NEW Transaction.
6. Enter a transaction code configured as type endorsement such as END.
7. Select Finish.
8. Select Other -> Change Client Number.
9. Enter the New Client's Number, or enter a * to search by keyword.
10. Select Ok.
11. When the process completes, close Express Billing.