Each insurer has contact details, your agency code and the lines it writes with a default commission % per line. The percentage pre-fills a policy when you pick the insurer and line, and can be changed on each policy.
- 1Click “New insurer”.
- 2Tick the lines you place with this insurer and type the percentage (e.g. 12.5).
- 3Save. You can deactivate an insurer later without touching its policies.
The setup wizard lets you add well-known Egyptian insurers in one go with suggested percentages.
