Policy Info:

*Can always be updated by clicking on desired field.

• To Edit Producer:

  • Click .
  • Once  ha been clicked.
    • Producer Details pop-up will appear:

• • You are then able to make desired changes.
  •  When done, click .
  
  
  
  

• To Edit Premium and Commission:

  • Click .
  • Once  has been clicked:
    • Premium and Commission Details will appear:

• • You are then able to make desired changes.
    • If changes are made to the Premium Initial amount, once the Tab key is pressed, the Commission Initial amount will reflect changes as well; but not vise versa.
    • Commission charge-back(s) can be entered by clicking .
      • Endorse Policy pop-up will appear:

• • • • • You are then able to make desired changes.
      • •  When done, click .
          
          
    • When done, click