Clone a Plan - Knowledge Base | BerniePortal

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:
  1. Under the “Benefits” then “Plans” area, hover over the action wheel next to the corresponding plan and select “Clone.”

  2. You’ll be taken to the cloned plan’s configuration screen.
  3. Adjust any plan details on the Configure or Premiums tab, then save the plan.
  4. The cloned plan will now be listed in the Plan Library.
 
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