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”