Question / Issue |
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How do I add multiple Miscellaneous premiums for a location? |
Answer / Solution |
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Setting up mulitple Miscellaneous Premiums for a location:
NOTE: You must have Admin access to access this feature.
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Go to the Options menu and select Preferences.
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If you already have a quote open, click on the Click here to create or edit miscellaneous premiums link in the Miscellaneous Permiums box on the right side of the screen on the Policy tab.
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Click on the Current Location tab.
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To add a Miscellaneous Premium:
- Click on the Click here link below the box.
- Fill out the entries on the screen:
- Enter a description for the Miscellaneous Premium.
- Select the Calculation Method from the dropdown list (finance the premium or collect it with the downpayment).
- Enter a premium amount.
- Select how the premium will be applied.
- Once you have made your selections, click onthe OK button.
- Your new Miscellaneous Premium will then appear in the box.
- If you would like to add additional premiums, repeat the steps above.
- Once you have added all of your Miscellaneous Premiums, click on the Save and Exit button.
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