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FAQ ID # 1024
How to Add a Fee(s) to a Quote Template
Last Update : 2020/04/15
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Question / Issue
How to Add a Fee(s) to a Quote Template

Answer / Solution

Some agencies add fees to their quotes, for example, an agency fee charged for binding a policy, or a per driver fee to recoup MVR expenses.

A fee(s) can be added at the bottom of any quote template. The fee will then automatically be added to a quote that is started with the template.

Learn more about quote templates in the video below.


Related Links
How to Add or Edit Fees in Agency Preferences
How to Add a Fee(s) to a Quote


Direct Link to This FAQ
http://www.itcdataservices.com/support/CMPWFAQ/?f=1024

Tags
quote template fee add enter set agency MVR broker

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