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Adding Premium Financing Details to Policy
Adding Premium Financing Details to Policy from the Administration Tab
Applies to:
- Producers
- Assistants
- Accounting
Last Updated: September 2020
Adding Premium Financing Details
- Navigate to a policy and select the Administration tab.
- On the left, ensure Details is selected.
- Fill in the Finance Account Number, Finance Company, and Contact Agent fields.
- Click Save Policy.
The financing details are saved.