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Policies, Scrolling View, Change Policyholder

To change a policy’s policyholder, starting from the scrolling view of policies….

  • Click the “Signpost” button
  • Select the “Policies” option, then “Change policy holder”
  • You can use the “>” button next to the field called “Pass policies from policy holder” to select a different client’s policies
  • Use the “>” button next to the field called “to address record” to select the new policy holder
  • In the “Pass Policies” section, as shown below, select the policy or policies to pass
  • Click “OK”