AutoRating.TurboRater.com

FAQ ID # 64
Last Update : 2015/04/12
Rating : Not Rated
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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.

  1. Go to the Gear menu and select Preferences.
  2. Click on the Location option.
  3. Select Miscellaneous Premium.
  4. Select the Line of Business.
  5. 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.
  6. Once you have edited all of the Miscellaneous Premiums that you wanted to, click on the Save button. 

 

Or

  1. 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.
  2. 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.
  3. 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.

  1. Go to the Gear menu and select Preferences.
  2. Click on the Agency option.
  3. Select Miscellaneous Premium.
  4. Select the Line of Business.
  5. 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.
  6. Once you have edited all of the Miscellaneous Premiums that you wanted to, click on the Save button. 

Related FAQs
How do I add multiple Miscellaneous premiums for a location?
How do I delete Miscellaneous Premium selections from the program?

Direct Link to This FAQ
http://www.itcdataservices.com/support/CMPWFAQ/?f=64

Tags
Edit Miscellaneous premium

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