Adding Discounts

After end users create a quote or policy, they can add policy, driver, and vehicle discounts to the policy.

To add a discount

  1. Navigate to the Auto Policies screen.

  2. In the Policies/Quotes list, drill down on the desired policy.

  3. Click the Discounts view tab.

  4. In the appropriate list, add a record and complete the necessary fields:

    • Policy Discounts. To add policy discounts such as long-term customer discounts.

    • Driver Discounts. To add driver discounts such as good driver discounts.

    • Vehicle Discounts. To add vehicle discounts such as anti-theft discounts.