Policies - Add Edit Duplicate Delete

Policies - Add Edit Duplicate Delete

Policies are located on the Policy page.


Add

  1. Go to the Main Menu.
  2. Click Policies.
  3. Click ADD POLICY.
  4. Select a Client Type.
  5. Depending on the Client Type, add a Client Name and/or a Group Name.
  6. Select an Agent.  If more than one agent, only add the agent's share of premium for the policy.  Duplicate the policy for each agent and add the agent's share of premium.
  7. Select a Comp Plan Type - the comp plan type is based on the type of commission paid on the policy.
  8. Select a Carrier.
  9. Select a Comp Plan.  Comp plan selections are based on the comp plan type and carrier selected.
  10. Select a Product.
  11. Select a Type.
  12. Select a Sub-Type.  Sub-Types selections are based on the Type selected.
  13. Enter a Policy Number.  Policy numbers are required for matching commissions to a policy.  If unknown, leave blank and add later.
  14. Enter an Effective Date.  This is the start date of the policy.
  15. Enter a Status.
  16. Enter information for other fields based on the Comp Plan Type selected.
  17. Click SAVE & RETURN.


Edit

  1. Go to the Main Menu.
  2. Click Policies.
  3. Click a policy number.
  4. Make changes.
  5. Click SAVE & RETURN.


Duplicate

  1. Go to the Main Menu.
  2. Click Policies.
  3. Click the box next to the policy to duplicate.
  4. Click the duplicate icon .
  5. Make changes.
  6. Click SAVE & RETURN.


Delete

  1. Go to the Main Menu.
  2. Click Policies.
  3. Click the box next to the policies to delete.
  4. Click the delete icon .
  5. Click CONTINUE.

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