Amend the Policy Holder

Amend the Policy Holder

1. It is possible to assign a policy to a different policy holder in Durell.
   
2. Begin by visiting the policy you wish to amend. Highlight the required policy row, click on the “Signpost” button, scroll across on “Policies” and click on “Change policy holder”

1. In the new window that appears, the current policy holder (top row) will already be filled in. Select the address record you wish to become the policy holder, in the second row.
   
2. Tick the policies you wish to change and then click “OK”

1. Any ‘ticked’ policies will now have their policy holder changed, to the new client record.