Billing Templates - Agency Fee/Carrier Fee/Surplus Lines tax/ Stamping fee

Billing Templates - Agency Fee/Carrier Fee/Surplus Lines tax/ Stamping fee

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Billing Templates

In our most recent update, we released the initial version of our Billing Templates.

Billing templates offer a quick way to generate common line items like policy fees and taxes.
In the example below, choosing the Standard_4 template will automatically add these 4 items: - an Agency fee, a Carrier Fee, a Surplus Lines tax, and a  Stamping fee. 

Resulting in (after clicking Generate Transactions)

If you prefer a video:  https://www.loom.com/share/768d25b45d874403b5caa1b60043ff28

I hope this helps!  Let us know if you have questions.