If on a given date you sell two policies to the same client, or perhaps similar policies to a husband and wife, then rather than repeating all the compliance details you can get the system to copy them for you. To do this, starting from the scrolling view of policies….
You’ll then get a confirmation dialogue, like that shown below. Simply click “OK” and the compliance dates and details will be copied to the target policy.
The routine described above only copies compliance between policies belonging to the same policyholder. However, as there is another “Signpost” option to change the policyholder (see “Policies, Scrolling View, Change Policyholder”), you can use this second facility to temporarily change the policyholder’s name while you pass the compliance, after which you can use it again to reinstate the correct name.