Change Insurer / Plan
Changing Insurer / Plan
It is possible to assign a policy to a different policy holder in Durell.
- 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 Insurer / Plan”
- In the new window that appears, the Type(top row) cannot be amended and if incorrect the policy will need to be re-entered. Product, Insurer Name & Plan Name can all be amended.
- Make the necessary changes and then click “OK”
- Now your policy row should display the new insurer / plan name.
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