FAQ ID # 1024 |
How to Add a Fee(s) to a Quote Template Last Update : 2020/04/15 Rating : Not Rated |
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Question / Issue |
How to Add a Fee(s) to a Quote Template |
Answer / Solution |
Some agencies add fees to their quotes, for example, an agency fee charged for binding a policy, or a per driver fee to recoup MVR expenses.
A fee(s) can be added at the bottom of any quote template. The fee will then automatically be added to a quote that is started with the template.
Learn more about quote templates in the video below.
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Related Links | |
How to Add or Edit Fees in Agency Preferences | |
How to Add a Fee(s) to a Quote |
Direct Link to This FAQ |
http://www.itcdataservices.com/support/CMPWFAQ/?f=1024 |
Tags |
quote template fee add enter set agency MVR broker |