Policy Information Management

 Client/Policy Summary Screen – Write a Check

If you want to send a payment to the Insurance Company, or in other words write a check on behalf of the client to the Insurance Company, you can find the correct policy, and then click on “Write Check” from the Client Summary Screen. This will pull up the Check Entry Screen, with the correct policy already selected. You can then complete the transaction and print out the check.

Note that you can also write a check on behalf of a client by directly going to the “Check Entry” screen.