Copying a Policy

Policy ›› Policy Actions ››
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TransAM lets you create a new policy by copying one of your existing policies.

  1. From the Main Menu, choose Policies (Main Menu)->Policies to navigate to a list of your agencies policies.
  2. From your available policy list, click on a policy card to navigate to the policy detail page.
  3. 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.
  4. Complete and save the policy form.

TransAM will take you to the detail page of the new, copied policy.