History Policy Premium

Started by Jan Regnier, July 13, 2010, 03:41:50 PM

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Jim Jensen

Quote from: Jan Regnier on July 20, 2010, 03:11:27 PM
OK - So..HO, BOP, P/L Umbrella so far and AUTO if manually pushed to history are affected.  Why did AS think this was fixed on 10.4?

Pulling our info together from Jan, Gene and I would suggest that HO is working correctly and AUTO only if updated by a new current image is working correctly. That is all. I would suggest that an auto image sent to history whether manually assigned or automatically assigned by download would function the same. I don't know about a HO automatically sent to history. Haven't had one in the last couple of days. Can't tell from the CL I received today - no apparent premium change.

Support has to call me yet to look at it - I will try to remember to mention the Umbrella, though I'd have to search to see if I have a recent enough one to check myself. Otherwise I'll refer them to Gene if they need to see something to verify.
Jim Jensen
CIC, CEO, CIO, COO, CFO, Producer, CSR, Claims Handler, janitor....whatever else.
Jensen Ford Insurance
Indianapolis

Gene Foraker

Not Me!   

Honestly, I haven't even checked this and am still on 9.3.

Did you mean George?
Gene Foraker CPCU
Gates-Foraker Insurance Agency
Norton, OH


My posts are a natural hand made product. The slight variations in spelling and grammar enhance its individual character and beauty and in no way are to be considered flaws or defects.

Jan Regnier

I think he meant George...  not Gene
Jan Regnier
jan.regnier@meyersglaros.com
Meyers Glaros Group, Merrillville, IN 26 Users
EPIC 2020, Office 365, Indio

GeorgeW

I sent screen shots to Applied of the policy suspense list, the billings screens before I updated the suspense, the billing screens after I updated the suspense and then what the history showed.
George Watson
AssuredPartners NL, Louisville, KY
Epic 2022 R2, MU2

Jim Jensen

Nice - I did mean George. They still haven't called, so now I won't have to mention the umbrella issue. I still need to see how other lines are affected. They only commercial policies I received since watching didn't have premium changes.
Jim Jensen
CIC, CEO, CIO, COO, CFO, Producer, CSR, Claims Handler, janitor....whatever else.
Jensen Ford Insurance
Indianapolis

brinkerdana

I'll see if we get any BOPs today and check the history premium. 
Dana Brinkerhoff
Retired

brinkerdana

Just downloaded a BOP renewal and history is showing the renewal premium.  Same with the GL-S.

Dana Brinkerhoff
Retired