Amend Policy

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Amend Policy

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When in an existing policy, click clip2986 to Amend a policy.

 

clip2987

 

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

 

You will notice that the Quotation Type has changed to Amendment clip2988 and the system has allocated it a new Quotation and Policy Number.