Where to note Premium Finance?

Started by Sara Lieser, August 01, 2012, 06:52:15 PM

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Sara Lieser

What are some of the ways you note that a policy is paid/billed through premium finance?

Do you have a code somewhere on the billing screen?

I appreciate the input!
Sara Lieser
Commercial CSR/Workflow
Mahowald Insurance Agency
Saint Cloud, MN
Epic 2014, 39 Users

Andrew Carrick

We use the Pay Mode single character field for this.
Jelf Insurance Partnership
Hull, East Yorkshire, UK
Me and TAM used to have a thing but we've split amicably. She got the kids, I got the Camaro and the maid.

Jan Regnier

We have a PAY MODE "F" = Financed Outside with billing as AGENCY on the billing screen.
Jan Regnier
jan.regnier@meyersglaros.com
Meyers Glaros Group, Merrillville, IN 26 Users
EPIC 2020, Office 365, Indio

Alice Mooney

Quote from: Jan Regnier on August 02, 2012, 09:53:12 AM
We have a PAY MODE "F" = Financed Outside with billing as AGENCY on the billing screen.
We have that too. I wonder if it's a TAM standard...like everyone has that one.
Epic 2023 R2 Online
1000+ users

Jan Regnier

Quote from: Alice on August 02, 2012, 12:56:02 PM
Quote from: Jan Regnier on August 02, 2012, 09:53:12 AM
We have a PAY MODE "F" = Financed Outside with billing as AGENCY on the billing screen.
We have that too. I wonder if it's a TAM standard...like everyone has that one.

Probably is...I don't think I would have used that particular verbiage if I had input that description/code.
Jan Regnier
jan.regnier@meyersglaros.com
Meyers Glaros Group, Merrillville, IN 26 Users
EPIC 2020, Office 365, Indio

Hans Manhave

We (v.10.8) don't have a pay mode 'F'.  It lists 0 - don't use, 3 - 40-30-30, 8 - one down pmt, 8 monthly, 9 - (similar to 8), A - annually, M - monthly, Q - quarterly, S - semi-annually.  Those are all the choices.  I know one can create more, one can maybe delete also?  I may have done those things long ago.
Fantasy is more important than knowledge, because knowledge has its boundaries - Albert Einstein

Alice Mooney

I was able to delete that one and saw there was another
C=Financed Company

This is the first time I've been in this area so I do not know if they added/removed anything before I started working here.
Epic 2023 R2 Online
1000+ users

Conan_Ward

You can add/delete/revise them. They're in utils>general>field defaults>Define policy pay plans.
Former TAM support, P&C licensed in Maryland, LFW