Setting up multiple Miscellaneous Premiums for all locations:

NOTE: You must have Agency Admin access to access this feature.

1. Go to the Gear menu and select Preferences.
2. Click on the Agency option.
3. Click on Miscellaneous Premium.
4. Select the Line of Business.
5. 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.
6. To delete a Miscellaneous Premium:
   • Click on Delete on the right side of the screen.
   • The description will disappear.
   • Repeat this step for all items you want to remove.
7. To edit a Miscellaneous Premium:
   • Click on Edit on the left side of the screen next to the description.
   • Make your changes to the item and then click on the OK button to save them..
8. Once you have made all of your changes to Miscellaneous Premiums, click on the Save and Exit button

Or

1. 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.
2. 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.
3. To delete a Miscellaneous Premium:
   • Click on Delete on the right side of the screen.
   • The description will disappear.
   • Repeat this step for all items you want to remove.
4. To edit a Miscellaneous Premium:
   • Click on Edit on the left side of the screen next to the description.
   • Make your changes to the item and then click on the OK button to save them..
5. Once you have made all of your changes to Miscellaneous Premiums, click on the Save and Exit button