How to Copy a TPL Policy

You can use the TPL Policy page to copy the policy and all its information. You have two options to copy a policy and all its information:

• Copy - Makes a new version of the policy, incrementing the beginning and ending dates of the policy period and the coverage periods for all covered individuals. Using this option, you can change all the information on the page except for the policy number and carrier ID.
• Mass Copy - Makes a copy of the policy to be used as a base for a new policy. This option does not increment the beginning and ending dates of the policy period and allows you to change all the fields on the page, including the policy number and carrier ID. You must change at least the policy number or carrier ID so that you do not have a duplicate policy record.

Optionally, you can:

• View or add notes. To view or add notes for this record, on the action bar, click Notes.
• View audit details. To retrieve audit information, close any open panels and, on the action bar, click Audit Log. To view the details for a particular record, click Audit.
• Reset your entries. To clear the fields and remain on the page or panel, click Reset.
• Cancel your entries. To close the page or panel without saving your changes, click Cancel.

To copy a TPL policy, policyholder, and covered individuals

1. On the Financial menu, point to Third Party Liability, and then click Policy.
2. Search for the policy that you want to copy.
3. On the TPL Policy main action bar, click Copy or Mass Copy, depending on which copy option you need.

4. Complete the fields on the Policy tab.

5. Review the information for the policy.

   If the information is not complete, make sure that the Pend field in the Policy Period panel indicates Yes.

6. On the Policyholder & Covered Individuals tab, complete the fields.
7. Review the information for the policyholder and covered individuals.
8. Optionally, to attach a document to the policy record, edit the description of an attached document, or detach a document, on the Policy tab, complete the Attachments fields. See How to Search For and Attach Documents for additional instructions.
9. To verify that there are no overlapping policy periods for the policy period you entered and to save this policy, on the TPL Policy action bar, click Save.

See Also

TPL Policy (Policy Tab) Page

TPL Policy (Policyholder & Covered Individuals Tab) Page

About Mass Change Request

About TPL Policy

What Is Third Party Liability?

About Financial

Version as of 5/16/14.