Premium & Accounting Breakdown
Calculation and Breakdown:
Term of the Policy
Effective Date of Policy
Expiration Date of Policy
Initial Period: This period would represent the last time the policy renewed or was was originally written.
Description:
Coverage Period
Days Covered
Total term Premium (this what the total policy premium is after the change)
Daily Rate
Premium for this Period
(Daily Rate x Days Covered)
Period A:
Period B:
Period C:
Period D:
Period E:
Period F:
Period G:
Period H:
Accounting:
Premium for Initial Period
Premium for Period A
Premium for Period B
Premium for Period C
Premium for Period D
Premium for Period E
Premium for Period F
Premium for Period G
Premium for Period H
Total Earned Premium
Total Premium Paid So Far
Premium Yet to be Paid
What is next: The Final step is to transfer this information to the email Template in ezlynx to send to a client. The name of the email template is called "Premium & Accounting Breakdown Explained". Following the walkthrough below to show you how to transfer the data correctly.
Walkthrough