In this help article, we are going to walk you through the Premium Summary page.
Written By David Watson
Last updated 10 months ago
You have two options on the Premium Summary page.
Primary Coverages
These are coverages that either the prospect asked for our that you see as required. On the Proposal any coverage in this table will be calculated to show an annual total.
Optional Coverages
These are coverages that the prospect did not request and/or you are recommended. We separate these so that they do not display in the Annual Total in case the prospect just looks at the Annual Total.
