| Question / Issue |
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| How does the Pay Plan selection work? |
| Answer / Solution |
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Pay Plan Type Selection on Comparison Screen.
- Ability to select which pay plan type the agent wants to display on comparison screen.
- Add ability to default pay plan selection in quote template.
- Options will be
- Installments
- Installments EFT
- Paid in Full
- Paid in Full EFT
- Mortgadge Billed / PIF (only for Homeowner and Dwelling Fire)
You can set a default selection by
- Going to the Welcome menu then Preferences
- Choose Agency
- Go to Quote Entry
- Choose the Line of Business - Auto, Homeowners, etc.
- Now select the Default Payment Method
- Then hit Save, hit Save again, and then Close
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