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However, if you don't have all the information formatted for your client, or you want to change some of the information (either permanently or for this bond only), you can opt to use Advanced Execution.
With Advanced Execution, you can override almost all the defaults in the Program -- add another Rate Code Inclusion, change Carriers, change relationships, redo limits, manually enter a Bond Number, choose different Rate Groups or create another Rate Group on the fly.... If you've entered the information before, it's right there at your fingertips to use now; if you haven't, you can specify it at execution; if you want to set these as new defaults, you can. Incredibly flexible and incredibly powerful.
For a live demonstration of SurePath and SureForm, please contact our Los Angeles office at (818) 783-3460, or email us at info@insurevision.com. |
