Table of Contents

Personal Lines Section

Commercial
Section

Accounting Section

Policy Issuance Section

Automatic Renewals/Direct Bill

This screen is for issuing installment invoices on selected policies.

(Consult IBI for Specific Requirements.)

  1. To use go to the Policy Issuance menu and select Automatice Renewals/Direct Bill.
  2. From the next screen select the date range you need.
  3. Click on the policy type you are working with such as Commercial.
  4. Select the applicable status type such as Renewals, Expirations, Etc.
  5. Hi-lite the appropriate company code.
  6. The current selected printer will display which you can change if necessary and then click on the Start button and the system will begin generating invoices based on the selections you made.