Schedule of Insurance
To Print a Schedule of Insurance for a client:
1. Find your customer on the Client Services screen.
2. Click on the Schedule of Ins. box at the top of the screen.
3. High-light the scheduled items you desire to print and then select a carrier's name from list below before printing.
4. The schedule will print listing the Policy Type, Coverage Details, Producer, Company, Policy Number, Effective and Expiration Date and the Policy Premium.