![]() 1.2.1 Which Policy Sequence Is Saved To The Cash Receipt?.1.1.2 How To Add A Fee To A Cash Payment.1.1.1.3 Edit or Delete an Existing Fee Wizard Template.1.1.1.2 Create A New Fee Wizard Template For Expense.1.1.1.1 Create A New Fee Wizard Template For Income.MyInsuranceDashboard Release Notes: February 2014 My Insurance Dashboard has been updated with additional features. Many performance enhancements have been completed including Microsoft Exchange email optimization, and improved performance when changing policy numbers. A Form Bundle provides a clear management tool designed specifically, but not limited to commercial lines accounts that do not offer risk download.ĭirect Bill Commission Download can now create multi-line invoices, create adjustments to direct bill commission on-the-fly, and create checks for return commission. ![]() A Form Bundle allows the user to group ACORD forms, vehicles, properties, drivers, or equipment, specific to a policy transaction. Multiple user-defined templates can be used for the same transaction creating a quick-and-easy process, with the complex adjustments automated in the background.Ī major revision to forms management is now available called Form Bundles. ![]() A new cash payment fee wizard has been added which allows the operator to easily add multiple fees while taking a payment.
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