Creating a similar insurance profile

You can quickly create an insurance profile that is similar to an existing insurance profile.

To create a similar profile

Open the Edit Insurance Profile dialog box for an insurance profile that is similar to the one you want to create.

Change the employer and/or carrier information and the group number to match those for the new profile. Change any other options as needed.

Important: To create a similar insurance profile, you must change the Carrier and/or Employer.

Click OK.

A confirmation message appears.

Click Making Profile to create a new insurance profile.

Need more help?

You can visit our website or contact OMSVision Customer Support.