To Update Taxes and Fees on a quote and/or binder that has not yet been issued follow the steps below:

 

1. Open account and expand the ‘Taxes, Fees and Commissions’ tile 

 

2. Enter the Taxes & Fees amounts as needed

 

 

3. Confirm the amounts and select the 'Apply Fees & Commissions' button 

 

 

4. Regenerate the Quote by expanding the Quote Tile and re-selecting the 'Generate Quote' link

 

Preview the updated quote to ensure the taxes & fees reflect the update

 

5. If a Binder needs to be regenerated, then expand the Bind Tile and re-select the Covert to Binder AND View Binder links

Preview the updated binder to ensure the taxes & fees reflect the update

 

To Update Taxes and Fees on a policy that has already been issued follow the steps below:

 

1. Open account and select the 'Endorse' button.



 

2. Enter the Endorsement Effective date, click the 'tab' button to store the date and then click on the button to 'Generate Endorsement Number and Proceed'

 

 

3. Scroll to the Policy Services Window and select the 'Calculate Premium' button.
 

 

 

4. Enter the Endorsement Wording



 

5. Enter at least $1 into the override premium field (this amount can then be removed from a tax/fee amount in step 6)



 

6. Enter the Tax/Fee Name in the Label field and the corresponding amount.
 

 

7. Select the plus button to add more taxes/fees as they apply

 

8. Once all taxes & fees have been applied, select the 'Preview Endorsement' button to view the changes and then the 'Complete/Issue Endorsement' button finalize the amendment.