What is copied when I clone a risk?

Every piece of information you have entered into the proposal form will be copied. Once generated, the new risk will have its own unique Risk ID.

Review and edit all questions prior to generating your quote.

Quick tip! If you choose to receive a renewal notification in your original risk proposal, the date for coverage will change. 

You may or may not have the option to change the currency from the original risk. This may be a limitation to the type of product you are transacting. To see if you have this option, visit a financial related question and see which currency options you are afforded at this stage. 

When you clone a risk you will not be able to edit your role in the sale.

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.