How to create a Proposal: Premium Page(s)

In this help article, we are going to walk you through the Premium Details screen.

Written By David Watson

Last updated 10 months ago

This applies to the Home, Auto, and Umbrella Premium Page(s)

You have the ability to select different premium payment plans for each type of insurance. Each one that you select will display on the individual proposal.

RiskAdvisor Tip: This is a great way to show discounts for different premium payment options

Home Insurance Premium Options

Auto Insurance Premium Options

We give you the option for Monthly, Quarterly, Semi-Annual, and Annual Premium options on the auto so that you can show different discount options if available.

Umbrella Insurance Premium Options