Implementation Knowledge Center
Contact us
Home
Configuration Support

Duplicating Configurations

Sometimes you need to duplicate a configuration outside of the Renewal window. Maybe your customer needs multiple configurations. Maybe your new customer has a similar benefits package to one of your existing customers. Whatever the reason, below are step-by-step instructions on duplicating for new and existing customers.
Duplicating configurations for a new customer
The most common scenario for needing to duplicate an existing configuration for a brand new customer is having clients with very similar benefits pack...
Duplicating configurations for an existing customer
The most common scenario you may need to duplicate a configuration for an existing customer is you are ready to renew their configuration before the o...