How to access Agency Defaults (Add/Edit/View)

Owned by Seana Bonnick (Unlicensed)
Last updated: Mar 17, 2016 by Alex Velez (Unlicensed)

How to access Agency Defaults: 

 1. Utility:

 


1. Utility:

 

 -  From The Top Menu bar Click:

  • Utility 
    • Agency Setup 
      • Agency Defaults

 

 

 

 

 

 

 

 

 

 

 

2. Default: 

2. Default:

 

- To Choose your Default:

  • Scroll Up/Down
    • Click desired Default
      • You can now View/Edit desired Default

3a. View/Edit Default:

3b. View/Edit Default:

3. View/Edit Default:

 

 

For example - To Add a Fee (see images 3a & 3b):

  1. Click New Fee

**A pop-up box will appear


2. Choose/Enter the desired fee:

    • Name
    • Amount
    • Line Of Business
    • Click Accept when done

3. To Edit Default:

    • Double-click desired Default