How to separate out fees and taxes on your policies in JenesisNow.
Adding Fees and Taxes – JenesisNow
You’ll find the following information under a client’s profile: Premium, Policy Fee, and Taxes.
Premium is where you enter your pure premium. Remember, no fees or taxes included.
Policy Fees is where you will enter your broker fee or carrier fee.
Then you will enter your taxes, and then the total premium will be generated automatically.
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