Moving polices, apps, etc. to new client

Started by Billy Welsh, January 31, 2011, 12:50:20 PM

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Billy Welsh

We need a "fresh start" with a particular account, so we have set up a duplicate and now we need to move the current policies and apps to the new TAM account.

It has been years since I've done this.  I seem to recall the only way is to move them to Prospects, then back to Clients.  Is this true, or is there a better way?

Thanks as always!
Billy Welsh
VP of Accounting
CableSouth Media, LLC dba SwyftConnect

Lance Bateman

That's the generally accepted way - just remember, you won't get any claims or accounting info in the move.

Why not just "rename" the old file to the new one, or is it a totally different customer and the old one was just on the wrong one, or you're only looking to "move" the one policy, not others?

Billy Welsh

Correct - we are looking only to move some of the policies.  Otherwise it would be easy.
Billy Welsh
VP of Accounting
CableSouth Media, LLC dba SwyftConnect

Jan Regnier

Why don't you move the policies you DON'T want on the file to prospects and then delete them from the client?

That way you don't lose any other details that don't move (not sure of things that don't move) if you move the "keeper" policies to prospects and then back to clients.
Jan Regnier
jan.regnier@meyersglaros.com
Meyers Glaros Group, Merrillville, IN 26 Users
EPIC 2020, Office 365, Indio

Orlando Alonzo

I like Jan's suggestion. I think you could also try conglomerating and only default the selected policies you want to keep.
Orlando F. Alonzo III
RPM Insurance Agency • Staten Island, NY • oalonzo@rpminsurance.com

Jeff Zylstra

Quote from: Jan Regnier on January 31, 2011, 01:42:07 PM
Why don't you move the policies you DON'T want on the file to prospects and then delete them from the client?

That way you don't lose any other details that don't move (not sure of things that don't move) if you move the "keeper" policies to prospects and then back to clients.


OK, this raises a question for me.  When you move policies and other data to prospects, you don't actually "lose" that data, correct?  I just thought that there was no mechanism to view that data in prospects, but if you moved it back to a customer file, it would still be there.  Can anyone confirm or refute this?
"We hang the petty thieves, and appoint the great ones to public office"  -  Aesop

Jan Regnier

Quote from: Jeff Zylstra on January 31, 2011, 03:00:35 PM
Quote from: Jan Regnier on January 31, 2011, 01:42:07 PM
Why don't you move the policies you DON'T want on the file to prospects and then delete them from the client?

That way you don't lose any other details that don't move (not sure of things that don't move) if you move the "keeper" policies to prospects and then back to clients.


OK, this raises a question for me.  When you move policies and other data to prospects, you don't actually "lose" that data, correct?  I just thought that there was no mechanism to view that data in prospects, but if you moved it back to a customer file, it would still be there.  Can anyone confirm or refute this?

I don't think you lose it....just no access like you said.
Jan Regnier
jan.regnier@meyersglaros.com
Meyers Glaros Group, Merrillville, IN 26 Users
EPIC 2020, Office 365, Indio

Lance Bateman

Accounting, claims info don't go to Prospect, so won't move to your new customer when you move back.

Unless you delete things when you move, they'll still be there - but attached to the wrong place.  No way around that.

Billy Welsh

Without getting in to all the gory details, the desire is to keep the policies that are there, expired & all, while setting up a new account for the current year policies.

(Yes, I know, clean-up would make more sense, but it is not my call.  All I can do is offer advice and deal with the decision made).
Billy Welsh
VP of Accounting
CableSouth Media, LLC dba SwyftConnect

Lance Bateman

Okay - just a suggestion - be sure to "conglomerate" the two files.

GeorgeW

If you just want to copy the billing screens and applications, you can do what oalonzo said. Conglomerate the customers and when you add a billing screen (to the child, I think) it will ask if you want to copy policies. Works great and no moving back and forth to prospects.  You only get billing screens/policies but that sounds like all you want anyway.

Quote from: oalonzo on January 31, 2011, 02:01:31 PM
I like Jan's suggestion. I think you could also try conglomerating and only default the selected policies you want to keep.
George Watson
AssuredPartners NL, Louisville, KY
Epic 2022 R2, MU2

Billy Welsh

I never cease to be amazed at what you guys can teach me.  Thanks so much!!! 

I had no idea that little gem was there.  SO much better than the Prospects route.
Billy Welsh
VP of Accounting
CableSouth Media, LLC dba SwyftConnect