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

  1. Navigate to a policy and select the Administration tab.
  2. On the left, ensure Details is selected.
  3. Fill in the Finance Account Number, Finance Company, and Contact Agent fields.
  4. Click Save Policy.


    The financing details are saved.