Creating a Program

Build a new program from start to finish. Walks through importing a quote, binder, or invoice to prefill the fields, assigning roles, entering customer and quote details, verifying commission and the minimum earned rate, and saving to generate the invoice, payment link, and finance agreement.

What's covered

• Auto-filling from your AMS or an imported document

• Producer versus account manager, and who the insured actually sees

• Customer information, and why you only enter an insured once

• Quote details: quote and policy number, carrier, wholesaler or MGA, coverage type, dates

• How the minimum earned rate sets the down payment

• Premium, taxes, and the fees that are not financeable

• Commission and agency fee under payments distribution

• What Save Program generates