About the JC Insurance Template Copy Form
Use this form to copy one insurance template to another.
When copying you can specify whether you want to copy the template from one company to another, provided that the phase group is the same between both companies. You can access this form by selectingin JC Insurance Template.
When the copy process is implemented, the new template is given a description of “Copy of ##” (which can be overridden), and all phases and insurance codes are copied to the new insurance template.