Rewrite policies from one account to an existing account

About this task

You can rewrite one or more policies from a source account to an existing target account.

When you rewrite policies from one account to another, PolicyCenter does the following:

Starts a rewrite new account policy transaction for each policy.
Creates an activity for each new rewrite new account policy transaction and assigns it to the current user.
Creates a history event on the policy term of the source period for each rewrite new account policy transaction.

Procedure

Navigate to the target account.
From the Actions menu select Rewrite Policies to this Account.

Then menu item appears if you have the Rewrite policies to account permission for the target account. The code for this permission is accountrewritepolicies.

Use the Related to account number check box to restrict the search to related accounts only.

PolicyCenter displays the Rewrite Policies Account Selection screen. This screen contains an account search popup for selecting the source account. The screen includes the usual account search fields. The search has the same minimum search criteria, validation, and security rules as other account search screens.
Since there is no reason to rewrite a policy from an account to itself, the Search Results filters out the target account. If you attempt to search for the Account Number of the target account, PolicyCenter displays a warning message, and the search returns no results.

Click Select to select a source account in the Search Results.

PolicyCenter displays a Rewrite Policies Selection popup that allows you to select one or more policies to rewrite. The popup includes canceled or expired policies for which you have view permission. The popup displays one row for each term of a policy that can be rewritten. For example, a policy has three terms. The third term was canceled flat, and the second term was canceled midterm. The popup displays both canceled terms for rewrite. However, you can rewrite only one of them.

The Policies search result list view has the following columns:

Column	Description
Policy #	Click the link in this column to view the `PolicyFile` or `JobWizard` for this policy.
Product	Displays the product name of the policy.
Status	Displays the policy status as of the current date.
Effective Date	Displays the `PeriodStart` date of the latest `PolicyPeriod` in the policy.
Expiration Date	Displays the `PeriodEnd` date of the latest `PolicyPeriod` in the policy.

Select one or more policies, and the Rewrite Policies to this Account button becomes available. When you click the Rewrite Policies to this Account button, PolicyCenter starts a rewrite new account policy transaction for each policy.
The default effective date of each policy transaction is one of the following:
- If this is a rewrite of a canceled policy term, the default effective date is the cancellation date.
- If this is a rewrite of an expired policy, the effective date is the period end of the last term on the policy.
PolicyCenter generates an activity for each policy transaction and assigns it to the current user. The activity is a reminder to complete the policy transaction. PolicyCenter also adds a Rewrite New Account job created history event to the policy term of the source period.
The rewrite new account policy transaction (job) must be completed before the policy is rewritten to the new account.