Bulk Change - Types & Sub-Types

Bulk Change - Types & Sub-Types

Types and Sub-Types are categories and sub categories of the products you sell.  They can be added to a policy and used in many reports to show where premium and commissions are derived.

Types and Sub-Types can be changed for multiple policies using the bulk change tool on the Policies page.


Bulk Change - Types & Sub-Types

  1. Go to the Main Menu.
  2. Click Policies.
  3. Click the BULK CHANGE button. 
  4. Click +Types & Sub-Type. 
  5. Use the filter row to narrow your selection. 
  6. Click the box next to the policies to include in the bulk change.
  7. Click NEXT.
  8. Select a new Type.
  9. Select a new Sub-Type.
  10. Click APPLY BULK CHANGE.
  11. Click CONTINUE.