Question / Issue |
|
How do I set up agency fees in InsurancePro? |
Answer / Solution |
|
How to set up agency fees:
- From the Main Menu screen, choose Options.
- Select Setup Agency Fee Types.
- The Agency Fee description in the Agency Fee Type entry field is a system default and cannot be overwritten or deleted.
- If you want to use the Agency Fee description, enter the amount in the Default Fee field.
- If you do not have or want to use the Agency Fee description, leave the Default Fee field at $0.00.
- Press your Tab key to advance to the next line down and enter other fees and amounts.
- Once you have all of your fees entered, click on Done to close this screen.
|