Question / Issue |
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Where does the program get the Company effective date of rates from? |
Answer / Solution |
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Company Effective rate dates:
- The effective date for each company rates are determined by the Policy Effective Date that you entered on the Policy tab.
- The program will keep multiple sets of rates for each company, however you will only see one rate on the Comparison screen for each company program based on your effective date of the quote.
- To view the effective dates available for each company:
- Go to the Administration menu and select Edit Companies.
- Click on Additional Information on the right side of the screen on the same line as the company you want to view.
- In the upper left of the screen you will see a drop down list of effective dates beneath Rates Effective Date.
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