Click the word “Setup” and choose the “Insurance” and “Insurance Plans” options from the drop-down box. Click the Add New Insurance Plan button. In the Shortcut section at the top of the screen, search for the desired existing plan. Select the desired existing plan from the listing of plans that match the search criteria that is returned in a pop-up box. The information will be auto-populated in the fields.
Ensure the information is correct for the new plan, amending as necessary. Click the Save button, and confirm the action.