7. Breakdown

Double-clicking on a carrier in the Rate Details screen takes you to the breakdown window.

The top of the window shows the carrier, the producer code, and any carrier message returned.

The "Term & Payment Options" section shows all the term and pay plan details, including the available pay plans. Remember that the third pay plan will always be the custom Premium Finance option. To the right of this section is a breakdown of the all the prices and fees.

The middle section of this window shows the detailed breakdown of coverages and their prices for each vehicle. The coverages can be changed here, but only the "Recalculate" button below will make the final rate changes.

At the bottom of the screen there are some buttons for additional options.

• Recalculate: calculates the rate for this carrier based on any information above. Only activates if information has been changed since the window was opened.
• Print: allows a number of printing options, including ID cards, Proposal, Quote Sheet, and Insurance Binder.
• Bridge: clicking this button send the quote to the carrier's site for finalizing and binding the quote.
• Carrier Option: opens the carrier option window, if available for this carrier.
• Email Quote: brings up a window that sends the quote to the client.
• Vendors: gives access to several vendor options, according to any vendors set up in the Vendor List in the Admin menu.
• Save: brings up the Save prompt window.
• OK: leaves the breakdown window back to the Rate screen. This carrier is set as the last carrier saved.
• Cancel: leaves the breakdown window back to the Rate screen, cancelling any changes done here.