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FAQ ID # 22
Last Update : 2019/10/24
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Question / Issue
How do I set up agency fees in InsurancePro?

Answer / Solution

How to set up agency fees:

  1. At the top of the program go to File > InsurancePro Setup Options > Setup Agency Fee Types.
  2.  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.
  3. Press your Tab key to advance to the next line down and enter other fees and amounts.
  4. Once you have all of your fees entered, click on Done to close this screen.


Direct Link to This FAQ
http://www.itcdataservices.com/support/IP6FAQ/?f=22

Tags
Setting up agency fees miscellaneous premiums

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