Rewrite policy to new account

Before you begin

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.

As the same user who rewrote the policy from one account to another, go to the Account Summary screen.
In Current Activities, click the Rewrite to new account activity generated by rewriting from one account to another.
PolicyCenter jumps to the Rewrite New Account policy transaction. The bottom part of the window displays the Activity Detail tab.
Click through the wizard steps making changes as necessary.
On the Policy Info screen, the default Effective Date is the cancellation or expiration date of the source policy. You can change the Effective Date as long as the policy period does not overlap with the source policy period.
Quote and issue the policy.
In the Activity tab at the bottom of the screen, click Complete to complete the activity.