Include Carrier Status (Admitted/Non-Admitted) & Transaction Fees & Taxes in Basic Policy Information Dynamic Table

We generate a policy schedule listing policies using the Basic Policy Information dynamic table. (Thank you for including the premium field). However, to avoid manual entry, would like to be able to include the AM Best Rating (per existing request) along with the Carrier Status from the Basic Policy Information section to indicate Admitted/Non-Admitted Status along with taxes/fees per the Transaction Fees & Taxes section of the policy.

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  • Mar 26 2025
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