Question / Issue |
|
How do I edit a Miscellaneous Premium? |
Answer / Solution |
|
To edit Miscellaneous Premiums for a location in the program:
NOTE: You must have Location or Agency Admin access to access this feature.
-
Go to the Gear menu and select Preferences.
- Click on the Location option.
- Select Miscellaneous Premium.
- Select the Line of Business.
-
Click on Edit on the left side of the screen next to the description.
- Make your changes to the fields on the Edit Miscellaneous Premium screen.
- Click on the OK button once all of your changes have been made.
- Once you have edited all of the Miscellaneous Premiums that you wanted to, click on the Save button.
Or
- If you already have a quote open, click on Click here to create or edit miscellaneous premiums in the Miscellaneous Permiums box on the right side of the screen on the Policy tab.
-
Click on Edit on the left side of the screen next to the description.
- Make your changes to the fields on the Edit Miscellaneous Premium screen.
- Click on the OK button once all of your changes have been made.
- Once you have edited all of the Miscellaneous Premiums that you wanted to, click on the Save button.
To edit Miscellaneous Premiums for the Agency in the program:
NOTE: You must have Location or Agency Admin access to access this feature.
-
Go to the Gear menu and select Preferences.
- Click on the Agency option.
- Select Miscellaneous Premium.
- Select the Line of Business.
-
Click on Edit on the left side of the screen next to the description.
- Make your changes to the fields on the Edit Miscellaneous Premium screen.
- Click on the OK button once all of your changes have been made.
- Once you have edited all of the Miscellaneous Premiums that you wanted to, click on the Save button.
|