AIM Invoicing a Broker Fee on a Direct Bill Policy

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A broker fee on direct bill policy is invoiced separately from the policy premium as an agency bill endorsement.

1. After the policy has been bound and invoiced, select Policy|Endorsement from the AIM menu bar.

2. Select Brokerage Fee – Direct Bill Policy and click OK.

3. Fill in the Policy Change/Endorsement window.

a. Reason: Copy the text to use later.

b. End #: Delete any text in this field.

c. Endorsement Eff: Use the policy inception date.

d. Taxable Fees: Click on the magnifying glass. Select Brokerage Fee – DB Policy and fill in the amount. Click OK.

e. Click OK to continue.

4. On the Document Processing screen, click Discard Document. There is no need to save

5. Click Yes to invoice the fee.

6. Edit the Invoice Transaction – Header window.

Description: Paste the text from the previous screen, or manually type Brokerage Fee – Direct Bill Policy.
Billing Type: Change to Agency Bill.
Click OK to continue.

7. Click Post on the Invoice Screen.

8. Edit the Doc or Page Description as needed and click Send to ImageRight.

9. Email the invoice to the agent.

Version 8, 10/7/2022

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