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Assess Late Fees - Click on 'File' and choose 'Batch'. Click on 'Late Fees'. Fill out the screen - If you are charging interest, fill out that field (.015 for 1.5%) or if you charge a flat fee, fill out that field. Enter the number of days past due. This takes the 'Due By' field and figures how many days past due the premium is, if it falls under the # of days that you have selected, a fee will be added to their premium history screen. 

  
Cancel a policy - Look up the policy in the browse box. When the cursor is on the policy desired, click on change to view the policy. You will need to change the expiration date of the policy to the date the policy has been canceled. If there is a return premium you will need to enter that in the premium history screen. Remember when you enter a return premium you need to begin the entry with a - sign. 

  
Renew a Policy - Go to the client's file and change the policy dates, and anything else that is changing for the renewal. Then click on the 'Premiums' button. Click on the 'Archive All' button. This will put the old premium history records on the 'Archived Records' tab (these records will still be active in the report section). You can now insert the new renewal premium.

  
Batch Enter Commission Received - Click on 'File' and choose 'Batch'. When the Batch menu comes up, click on 'Commission Rec'd'. You will now be prompted for a company; click on the 'Companies' button to select a company. Highlight the desired company and click on 'Select'. The company code will be imported, and today's date will show as the batch date. To accept this information, click on 'Ok'. You will be brought to an empty browse box. Click on 'Insert' to add an item. 

An input screen will appear. Click on the flashlight button to see a list of clients for the selected company. Highlight the desired client, and click on 'Select'. Most of the information will be imported; all you should have to fill out will be the amount of commission received. This field is located directly under the Account Code field. Once this amount is entered, click on 'Ok'. (The 'Premium' and 'Commission' fields at the bottom of the screen would only be used by agents who do not enter a premium record when entering a policy). 

You will now be back at the batch commission received browse box, and the record you just entered will be highlighted. The total commission received is located at the bottom right of the browse box and will keep a running total as you enter more records. Continue adding records in this same procedure until all records have been entered. When you are finished, you can print a commission received statement from the printer button at the bottom of the browse box. This should match the statement from the company if you have entered everything correctly. 

Each of the entries you have made on this screen have been simultaneously entered into the corresponding Premium History screens. Deleting a record from this screen will delete that entry from the corresponding Premium History screen as well. 

  
Enter producer commission - The producer statements are based on the commission received field & the date the commission was received. You may enter the commission received in one of two ways. First, look up the client. Go to the premium history screen for that client. Click on Insert to enter a new record. In the commission received field enter the commission received. In the date field enter the date the commission was received. Next be sure to enter the code for the sub producer. There may be other fields you wish to fill in this is ok! The above steps could actually be done as you enter a new policy.

The second method for entering commissions would be used when you are entering a large number of commissions. These commissions might be from a company statement. From the menu bar, choose Batch. Now you will see a browse box with the date at the top. Click on Insert and you will see a screen allowing you to enter commission information. Your cursor will be located at the account # field. Enter the account number or at least the first few letters. A list of accounts will appear if you did not enter the complete account#. Choose the correct account# & press enter. Fill in each of the following fields. When done click on Ok to save. You will notice that each item will be displayed in the look up box. At the bottom of the screen will be a total of all commissions entered today. To enter another commission click on Insert.

  
Print a producer statement - go to the main menu, choose reports. From the reports menu you will see producer statements. Place the mouse on accounting then on producer statements. You will now have a selection of: Date written and date paid

The date written report will print a statement for each producer. It will list all items within the desired time frame. The report will be based on commission received. After the report prints you will be given the option of posting the date paid. If you choose yes each record that was printed will be changed to reflect the date paid date. Once this date is posted this item will not print on the producer statement again.

The second selection you will have from the producer menu is date paid. This will print a listing by producer of all commissions paid on a certain date.

  
Enter a claim- From the main menu choose clients. Next you get a list of clients. Chose the client that had a claim. Place the cursor on him click on Change. Now displayed is the client update screen. Click on the claims icon which is indicated by two cars and the claim browse box will be displayed. Click on Insert. To save the claims information click on Ok. Enter all the claim information you have. If you wish a claims report click on the printer icon button.

  
Enter Family, Driver & Employee Info - this section stores names, address & dates of birth of insured's. It can also, store employee information for commercial accounts or employee lists for group insurance. To enter family information, go to the insured's update screen you want to add this information to. Click on driver family & employee information. This icon will be indicated by a smiling face. From the browse box click on Insert. At the update screen enter information for each field desired. When you are done click on Ok to save the information.

   
Batch Delete Records - To delete expired policies through a certain date, click on 'File' from the main menu and choose 'Batch'. From the Batch Menu, click on 'Delete Files'. A window will come up and ask you if you have a backup for your data; you will only be able to batch delete old files if you have a backup. Click on the button indicating that you do have a backup to continue. The batch delete screen will now appear. Enter a date through which you wish to delete all expired policies. Next, enter the code 'GETRIDOFOLDRECORDS' in all capital letters in the space provided. Click on the 'Begin Deleting Records' button. A processing records screen will appear, and when the system is done deleting records you will be returned to the previous screen. Click on the 'Exit' button, and on the next screen (which asks if you have a backup) click on the icon in the top left corner and choose 'close'.

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