Navigation:  Policies > Policy Functions > Replace Policy

When in an existing policy, or you have selected a policy from the search menu, click to Replace a policy.

 

 

You will automatically be taken into a new Quotation Detail Window.  Go through and make necessary changes to fields/areas.

 

You will notice that the Quotation Type has changed to Replacement and the system has allocated a new Quotation and Policy Number .

 

 

*The replaced policy will be linked to the previous policy, continuing the lifecycle of the policy enabling you to easily report on Clients and Policy status*