Adding a premium report

PolicyCenter allows you to add a premium report to a policy for any unreported portion of a policy period. For example, you may add a premium report to a policy in the following cases:

  • The policy originally had 11 monthly reports plus a final audit. The underwriter wants to add a 12th report rather than waiting for the final audit to collect the premium for the last month.
  • A user submits a policy change on a policy with one or more completed reports. These reports need to be reversed and added back.

See also