TransAM lets you create a new policy by copying one of your existing policies.
- From the Main Menu, choose Policies (Main Menu)->Policies to navigate to a list of your agencies policies.
- From your available policy list, click on a policy card to navigate to the policy detail page.
- From the Actions Menu, choose "Make a copy." The system will create a copy of the policy and put the policy into edit mode. The copy will list agency level information for edits.
- Complete and save the policy form.
TransAM will take you to the detail page of the new, copied policy.
