How to Import a Policy

Trying to create an LOB Profile and cannot locate the applicable policy? Continue below to learn how to import the policy from the AMS.

To download a comprehensive step-by-step walkthrough, click HERE.

From the Policies Menu, click “Import Policy”

All policies available for import will populate in a list.

Find the policy you wish to import. Under the “Actions” dropdown menu, click “Import”.

You will be prompted to confirm the Policy details. In some cases, you may have to enter the NAIC Number (using the “NAIC Look-Up” button). When ready to import, click “Import”.

The policy will now display in the Policies list.

Continue to “Updating the Policies" 

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