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Client Info
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(AL) Alabama
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ACH Information
Bank Name:
Routing #:
New Account #:
Account Type:
(Not Set)
Checking
Savings
Policy #
Eff. Date
Coverage
Term
Premium
Earned Fee
Earned Prem
Broker Fee
Total
POLICIES ARE ADDED HERE. Use the form below to add a policy.
Add Policy
Policy / Quote Number
Coverage Type
Effective Date (assign calendar responsibilities in a logic stage later)
Policy Term
Carrier
General Agent
Premium
Agent Commission
%
Earned Taxes and Fees
Broker Fee
%
Financed Taxes and Fees
Financed Broker Fee
%
Total