How to Clone a Plan
Cloning is a valuable tool that BerniePortal offers to cut down time when creating new plans and subgroups. Cloning a plan will copy all plan details and information, along with premium configurations and uploaded material.
To clone a plan:
- Under the “Benefits” then “Plans” area, hover over the action wheel next to the corresponding plan and select “Clone.”
- You’ll be taken to the cloned plan’s configuration screen.
- Adjust any plan details on the Configure or Premiums tab, then save the plan.
- The cloned plan will now be listed in the Plan Library.
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