2. Agency Defaults
The Agency Defaults sections allows the admin to defaults for various categories within the webrater such as:
Agency Fees - Fees that can be added to quotes or polices for specific lines of business.
Carriers - This is primarily for adding carriers to the management system outside of the personal auto carriers that we manage for rating.
Certificate Holders - This section allows you to add new holders for accord form certificates.
Client Sources - Allows the user to add custom sources for how the client was referred to your agency.
Letters - From this section you can edit any of the default letters in the system or create your own custom letter.
Lines of Business - Allows the user to add additional lines of business other than the default lines.
Loss Payees - This sections allows the agents to add 3rd party vendors for quick selection.
MGAs - Allows the adding of an Managing General Agent to the carrier list
Miscellaneous - Here the agent can set things like the starting invoice number, receipt number or Premium Finance down % or number of payments.
Mortgagees - This is were you add 3rd party vendors for quick selection.
Premium Finance Companies - Here you add any 3rd part vendor you work with for providing premium financing.
Signatures - This section displays all the current signatures loaded in to the system. Agency admins can add or remove signatures from this page.