Creating a List Bill Plan

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Creating a List Bill Plan

Setting up a list bill plan is done at the client level. The list bill is only available on the master client; it is created as a template to be used for billing the master policy and related account locations.

On the Primary menu, click Search.
Click the Details icon for the appropriate master client.
On the Client menu, click Transactions.
Click the List bill plans tab.
Click [Add New]. The Add New Bill Plan dialog box is displayed.

In the Plan Name box, enter the new plan name.
In the Plan Description box, enter a short description of the plan.
Select the Active check box to make the list bill plan available for use. If the Active check box is cleared, the plan is not available for use at invoicing and is marked Inactive.
In the Add New Bill Plan dialog box, click OK. A summary of all list bill plans is displayed.
Click the Details icon next to the new list bill plan. All current locations of the master account and the related accounts are displayed. As locations and related accounts are added or deleted, they will be displayed.

Note: For a related account with multiple locations, the related account will be displayed once with each location.

Select the locations to be included in the list bill plan by clicking in the appropriate Select check boxes. As locations are selected, the Alloc. Fact. and the Ellipsis button are activated.
In the Alloc. Fact. column, enter a value based on square footage, premium dollars, total insurance to value, etc. for each related account or location.

Note: Select one type of factor and be consistent for each location.

On the navigation toolbar, click Allocate. Each value will be divided by the total amount of related accounts (or locations) and calculate its percentage of the total in the Percent column. The total of the Percent column will equal 100%.

Seven related accounts or locations can be displayed at a time. Nexsure runs a per page total (This Page Total) as well as a collective total (All Pages Total). The Allocation Factor box will display in red once that unit's total has been added to the page total field.

On the navigation toolbar, click Save.

If the allocation factors are changed, in the navigation toolbar, click Allocate again to update the page total and percentages based on the new allocation factors.
Clicking the Detailsicon of a location will display the specific location information for the selected line item. If changes are made click OK to save or Cancel to close without saving.

Clicking the Ellipsis button to the right of a location displays the producer(s) (Account Managers are not displayed) commission record(s) at the bottom of the screen in a summary view for that line item. The number displayed to the right of the Ellipsis button is the total number of producer(s) for that line item. The commission will be set to the defaults if it has been set up for the producer. The location record is highlighted in gray to designate the record being worked.

See Employee Commissions section of help for assistance.

Note: For the master account, producers will not pre-fill. The producer(s) displayed are at the client level not the policy level.

If the producer is displayed with the incorrect commission rate, click the Details icon of the commission record, adjust the commission and click OK to save the change.
If no producer(s) is displayed, click [Add New] to pull the producer in to create a commission record for that line item.

The Add People Commission dialog box is displayed. The Employees box defaults to the employees that are assigned at the client level as producers.

In the Employees box, select the employee or use the Search People option to find an employee.
In the Commission On list, select what the commission will be calculated on.
In the Select Fee list, make a fee selection. The fee selection permits the application of fee-specific commission rates. Fees subject to commission do not need to have the same rate applied and can have a differentiating commission rate / rate type applied.

Note: Only fees which are subject to commission will be available.

In the Production Role and Production Credit Amount lists, select the production role and production credit amount. The Production Role and Production Credit Amount fields are used to designate the role and percent of business this employee brought into the agency on this policy.
In the Rate Type list, select the Rate Type.
In the Rate box, enter the appropriate rate. Nexsure will calculate the commission based on the rate type chosen.
Click OK.

Note: An unlimited number of people commission records may be added for each location, as people commission records are added, the commission column tallies the number of commission records for each location.

In the navigation toolbar, click Copy Plan to copy the existing plan, if desired. This removes the need to re-enter an existing plan and reduces the chances of duplicate entries.

A confirmation window is displayed. Click OK to confirm and return to the original list bill plan.
On the navigation toolbar, click List Bill Summary to exit once the list bill plan template is created, or copied. All list bill plans created will appear in a summary view on the list bill plans tab. Notice the copy displays with the text, "Copy of” before the original plan name and the Active check box is not checked.

Note: You must edit the copy and check the Activate box to activate the copy.

Click the Details icon for the copied plan. The entire plan along with the Plan Name and Description can be edited as needed.

Select the Active check box to activate the new bill plan.
On the navigation toolbar, click Save to save the plan.
On the navigation toolbar, click List Bill Summary to exit the plan.