Question / Issue |
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How do I set up agency fees in InsurancePro? |
Answer / Solution |
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How to set up agency fees:
- At the top of the program go to File > InsurancePro Setup Options > Setup Agency Fee Types.
- To add an Agency Fee Type(description of what the fee is for) double click on a blank line or press F2. Tab to go over to the Default Amount and enter in a default amount.
- Press your Tab key to advance to the next line down and enter other fees and amounts.
- Once you have all of your fees entered, click on Done to close this screen.
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