How do I merge insureds?

How do I merge insureds?

You may be asking: "How do I merge insureds?"

To merge insureds, follow these steps:

1. Go to the "Details" page of the insured you want to keep in the system and click on "Merge Insureds" under the "General" tab

2. In the "Insureds" search menu, start typing the name. Matches will begin to pop up. Select the one you want to merge (note: the insured you select here will be removed from the system after merging).

3. Click outside of the search menu to lock into your selection and then click "Merge" (there is no need to select the one in red)

If there are multiple records, we advise you to merge them one at a time. Have fun merging!