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*Classes of Insurance companies are where you can define packages of insurance based on what the class/ package includes from services, products, or other benefits and set the insurance agent co-payment/ coverage percent to be automatically deducted from clients’ payments. Classes are then assigned to clients in their profiles in order to take effect in invoices.
To add a new insurance agent class
- From the navigation menu, select “Insurance Agents“.
- Click “Manage Insurance Agents“.
- Select the insurance agent you wish to add a class to by clicking it.
- Click the button “New Class“.
- Input the new class details
- Name: Input the name of the class.
- Categories: Input the services/ products’ categor(y/ies) included in this insurance package.
- Note that you need to already have category/ies created.
- For more information on creating categories, please refer to the tutorial “Creating a Product/Service Category“.
- Note that you need to have products/ services assigned to the categoy/ies.
- For more information on adding a product or service, please refer to the tutorials “Adding a Product/Service“.
- Note that you need to already have category/ies created.
- Discount: Add a discount percentage that to be offered to clients after the insurance company copayment calculation.
- Company Copayment: Input the percentage amount that the insurance company covers based on the package.
- Client Copayment: The amount that the client covers; calculated automatically upon inputting the Company Copayment share.
- Max Copayment: A limit to the copayment coverage of the amount paid by the “Client” or “Insurance Agent” based on your selection from the drop-down menu.
(i.e. In case the Max Copayment is set to x amount for the “Insurance Agent”, the system applies the Company copayment but stops at the amount limit set (x), consequently, the rest of the amount needs to be covered by the client, and vice versa. This is set according to the insurance class package details)
- Click “Add New Line” to add another insurance agent class.
- Click “Save” once done.