Clone a risk

You can use the Clone option to manage renewal opportunities or if you seek to create alternate proposals for your client. By choosing Clone, you will produce a brand new copy of the risk proposal with its own risk ID ready for you to edit and quote.

You will find the  Clone option on the Risk Summary page. 

Using the Risk History tab, you can open and then Clone any version of a risk you have previously managed in your account. 

Quick tip! When you clone a risk, you copy every answer in the original risk proposal; ensure you review all details prior to quoting. When you clone a risk, you may or may not have the option to change the currency. The Clone option is available at any time. You can alternatively ask the platform to issue you a renewal reminder prior to quoting or binding a risk.

Disclaimer! The Knowledge Centre covers all features of the Glide platform. Some details in this article may not be applicable to your version of Glide.