Author Topic: Lienholder Bill - Agency BIll item  (Read 41 times)

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Offline Jim Jensen

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Lienholder Bill - Agency BIll item
« on: December 03, 2018, 11:03:46 am »
I don't have many lienholder billed policies that we bill,so my brain is drawing a blank. Thw policy is agency-billed to the lienholder. The tranaction doesn't show in my account current reconciliation list. What's the right way to bill a an agency-bill item to a lienholder? DO I need to bill it agency bill, then mail that invoice to the mortgage company instead of using Lienholder Bill?
Jim Jensen
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Jensen Ford Insurance
Indianapolis

Offline Jan Regnier

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Re: Lienholder Bill - Agency BIll item
« Reply #1 on: December 03, 2018, 02:14:01 pm »
I don't have many lienholder billed policies that we bill,so my brain is drawing a blank. Thw policy is agency-billed to the lienholder. The tranaction doesn't show in my account current reconciliation list. What's the right way to bill a an agency-bill item to a lienholder? DO I need to bill it agency bill, then mail that invoice to the mortgage company instead of using Lienholder Bill?

I asked our accting person if we did this and we don't....all our agency billed goes to the client.
Jan Regnier
Regnier Insurance Services, Highland, IN 6 Users
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