Generating the Payment Schedule

After you have filled out either the Recurring payment amount field or the Number of payments field, but not both, and the other payment fields, click Calc pymts. The field you left blank is calculated, and the payment schedule is generated.

The Payment schedule determines when the estimated primary insurance payment amounts are charged to production. When you click Calc pymts or Calc sched, the payment schedule is calculated using the fields on this tab.

 

Related Topics

Using the Primary and Secondary Insurance Tabs

Changing the Payment Schedule

Closing Out the Insurance Tab