3

Clone a Scenario

3.1

Search the desired medical stop loss quote.

3.2

Click the desired quote to display its profile.

3.3

Scroll to the Quote Scenarios section of the Case Profile. 

3.4

Click the Clone button, and choose either a Duplicate or Historical clone from the drop-down menu as desired. Specify the scenario to clone from the corresponding window. If you want to include a competitive analysis, slide the Include Competitive Analysis toggle to Yes.

You can only clone duplicate scenarios when the following are true:

  • Scenario must be a new business
  • Scenario must be the same account.
  • Scenario must be the same effective date.
  • Scenario must be a different producer.

You can only clone historical scenarios when the following are true:

  • Scenario must be a new business.
  • Scenario must be the same account.
  • Scenario must be a prior calendar year effective date.
  • Scenario must be the same producer.
3.5

Click Clone.