Comp Plans - Bulk Change
Bulk changes to a comp plan can be made for a specific group of policies. The carrier for the new plan must be the same as the carrier for the existing plan.
Bulk Change
- Go to the Main Menu.
- Click Comp Plans.
- Select a Carrier and Comp Plan Type.
- Click NEXT.
- Click the box next to the policies to change. Use additional filters to narrow your selection.
- Click NEXT.
- Select a new comp plan. Only comp plans linked to the carrier selected in the first step will appear. Comp plans linked to multiple carriers are not available.
- Click BULK CHANGE COMP PLAN.
- Click CONTINUE to confirm your choice.
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