Portfolio Settings

?

E-Payment General

E-Payment Checks

E-Payment Credit Card

Lower Bound: Upper Bound:

Unearned Premium Threshold

Quoting Values

Additional Premium Quoting Values

Billing Method Options

Chat Settings

Business Days & Automated Day Closing Schedule

Business Days:

Business Holidays

Business Holidays
Every
The of
Description Holiday Date
Sun
Mon
Tue
Wed
Thu
Fri
Sat
26
27
28
29
30
31
1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
21
22
23
24
25
26
27
28
29
30
0 Items
Code Name Default
DEFAULT Default Schema
1 Item
Notice Schema Details
Notice Type Do Not Generate Notice Has Overrides
Notice of Acceptance
Payment Coupons
Notice of Intent to Cancel
Notice of Cancellation
Notice of Request for Reinstatement
Notice of Financed Premium
Notice of Rescission
Returned Payment Letter
Notice of Payment Shortage
Payment Invoice
Carrier Non-Reinstate Letter
Remaining Balance Letter
Finance Company Non-Reinstate Letter
Paid in Full Letter
Premium Finance Agreement
Return Mail To Agent Letter
Premium Decrease Letter
Premium Increase Letter
Insured Breakdown Letter
Unearned Commission Demand Letter
Notice of Acceptance for Additional Premiums
ACH Authorization
Draft
FL Received Unearned Premium Letter
FL Unearned Premium Letter
Return Customer Check Letter
Notice of Rescission of Cancellation