Note: You must have the authority, "Pay Plans," (Company Configuration group) to set up Pay Plans.
Pay Plan Setup is one of the most important things to do during the implementation of the Diamond System, because it is used to establish the different Pay Plans (e.g., Annual, Semi-Annual, Quarterly, EFT, etc.) used by your company. Because Pay Plans are assigned on a per company / line of business basis, you will need to set up the lines of business your company will be writing prior to setting up any Pay Plans.
For more detailed information please refer to: Company Setup - Adding a Line of Business.
To add a Pay Plan:
Choose the Billing / Pay Plans selection from the Company Configuration Tool Tree View.
When the Billing Pay Plans screen displays, select Add.
Fields for entries and selections include the following:
Description: Alphanumeric; free form narrative describing Pay Plan.
Billing Pay Plan Type: Select one (1) of the following from the combo box:
0 = Installment Bill
1 = EFT / Credit Card
3 = Payroll Deduction
Payment Type: Available only if "Billing Pay Plan Type" is EFT / Credit Card; select to indicate "EFT" or "Credit Card."
Pay Plan Usage Type: Used to determine if the Pay Plan is available for selection on New Business and Renewal. Options include:
1 = New Business and Renewal
2 = New Business
3 = Renewal
Internal Description: User defined description for internal purposes and identification.
Pay Plan Abbreviation: User defined abbreviated Pay Plan Name.
Endorsement Option: Determines how to bill for charges / credits that are created with endorsements. Select one (1) of the following options from the combo box:
1 = Bill endorsement. Due now immediately.
2 = Spread endorsement. If an endorsement transaction causes any additional or return premium to be generated, these amounts are spread out over the remaining installments. Charges and credits are never billed immediately unless a policy does not have any future installments. (Note: For Endorsement Option 2 Pay Plans Only! There is a system setting, "Suppress Printing on No Bill Endt," in the Billing folder in the DiamUI System Editor which can be set so that invoices are suppressed from printing when an endorsement occurs on a policy having an Endorsement Option 2 Pay Plan. For example, when nothing is charged on endorsements - endorsement to bill in the future lines are generated - then invoice print events are suppressed, even when an amount is outstanding. Without this set to "1," if an amount was outstanding prior to the endorsement, then the invoice would be triggered.)
5 = Annual Premium endorsements are spread to future installments (similar to Endorsement Option 2) and premium endorsements are added to the Billing Statement Display screen immediately (similar to Endorsement Option1).
Billing Basis: Determines how installment amounts are generated. Select one (1) of the following options:
1 = Wprem Bill. When Billing Basis is 1, installment amounts are generated from written premium. For example, a 12 pay (12 month) policy will have installment amounts that are equal to WP / 12. If an endorsement occurs halfway through the term, the installments will be recreated based on the “WP / 12” rule, and the endorsement premium is the difference between what should have been billed on installments (already rolled) minus what has already been billed on those installments. This usually results in a higher endorsement premium.
2 = FTP Bill. When Billing Basis is 2, installment amounts are generated based on full term premium. On new business policies, since FTP = WP, this is inconsequential. However, in the example above, if an endorsement is processed halfway through the term, the remaining installments are based on “FTP / 12.” The endorsement premium will be equal to what should have been billed on installments that have already rolled (FTP / 12 for each) – (FTP-WP) – what has already been billed. This results in a lower premium than when using Billing Basis is 1 but higher future installments.
3 = Annual Basis. When Billing Basis equals 3 (Annual Bill), the installment amounts are calculated using the annual premium. It is very similar to FTP Bill, except for short - term policies where the premium annual field is the true annual premium amount.
Endorsement Due Days: Numeric; user entry. Determines the number of days between the transaction date and when the premium is due. If this field is not set, the system uses the value in the Due Days field.
Spread Additional Within Days: Specific to Endorsement Option 5. Endorsement Option 5 allows additional premium to be spread (like Endorsement Option 2) but to put any return premium on the Billing Statement Display screen (similar to Endorsement Option 1). This is the number of days.
Renewal Option: Select one (1) of the following:
0 = N / A,
1 = Flat Expiration Renewal. This option cancels the policy back on the renewal effective date when the renewal invoice has not been paid. It ONLY occurs if the policy's carry date is the renewal effective date. If any other amount from the prior policy term is outstanding, the policy then goes into a normal cancellation for non-payment. Otherwise, a "Renewal Reminder Notice" and a "Renewal Expiration Notice" are generated and show on the Futures Tab. The Renewal Reminder Notice goes out according to the number of days set in the "Reminder Notice Days" field in Pay Plan Set Up. The Renewal Expiration Notice goes out (if the renewal installment has not been paid) on the renewal effective date and the policy cancels effective on the renewal date as well. The cancel reason shows as "Policy Expired" on the History screen.
2 = Flat Cancel Renewal. This option cancels the policy back in time to the renewal effective date when the renewal invoice has not been paid. It ONLY occurs if the renewal invoice amount is the only amount outstanding. If any other amount from the prior policy term is outstanding, the policy then goes into a normal cancellation for non-payment. Otherwise, a "Renewal Reminder Notice" is created in the Futures Tab in addition to the legal notice, and a final flat cancellation notice. When the policy reaches the final cancel date, the policy cancels "back" to the renewal effective date. The cancel reason shows as "Non Taken Renewal" on the History screen.
3 = This is used for all Pay Plan configurations. This option cancels the policy back in time to the renewal effective date when the Renewal Invoice has not been paid. It will cancel back flat if a policy has a renewal bill sent, even if there is prior term premium. If a renewal bill has not been sent, the policy will follow non-pay cancellation rules.
Renewal Reminder Notice: Select one (1) of the following: Do Not Send Reminder Notice or Send Reminder Notice.
Renewal Expiration Notice: User select; used only when the Renewal Billing option is set to "2" - "Flat Cancel." This determines if a Renewal Expiration Notice is sent.
0 = Do not send Renewal Expiration Notice.
1 = Send Renewal Expiration Notice. When this option is set, the notice generates on the Renewal Effective Date. If this is not set to "1" when Renewal Billing Option equals "True" (Flat Expiration Renewal), a policy will never expire or cancel. The Reminder Notice will not roll from the Future tab (Billing Statement Display screen).
Reminder Notice Days: Numeric; user entry. Used when the Renewal Reminder Notice is set to 2 = “Flat Cancel.” When the Renewal Reminder Notice option is used, the notice generates on the Reminder Notice Day PRIOR to the Renewal Effective Date.
New Bus Renewal Lead Days: Numeric; user entry. This is used to enter the additional number of days to add to "Due Days" for the first installment only on "New Business" or "Renewal" policies. It is an optional field and can be set to "0" if the Invoice Print Day should only be dependent on the "Due Days." This field can be used with "New Business" or "Renewal" policies that are being issued in advance of their effective dates. (This is common with book of business transfers.) Without this field, a new business policy can be issued at any time; however, the invoice will not print until the number of "Due Days" is reached.
For example, if "Due Days" equals "30" and "New Business Renewal Lead Days" equals "0," a new business policy issued March 1st (effective May 1st) will not generate an invoice until April 1st (or 30 days before the effective date). In order to allow the new business invoice to print with the policy in this example, this field needs to be set to something greater than "0."
Here's another example. If "Due Days" equals "30" and "New Business Renewal Lead Days" equals "20," a new business policy issued March 1st (effective May 1st) will generate an invoice on March 12th since this is 50 days (Due Days plus New Bus Renewal Lead Days) from the effective date of May 1st and since the policy was issued greater than 50 days from the effective date.
Use Due Days on Late Renewal Entry: Select to place a check mark in this field. With Renewal Option 2 policies, if a renewal is issued later, then it uses the Invoice Days to calculate the Due Date rather than the renewal effective date.
Pay Dividends: This is used to determine if your company will pay a dividend to a policyholder at the end of a policy term. When the field is selected, a dividend is applied to the first installment of the next renewal term OR is refunded to the policyholder upon cancellation of the policy. If an endorsement occurs, the system will recalculate the dividend amount and, if needed, a debit "Dividend Adjustment" will occur.
Cancel Option: (Non-Payment Cancellation Option) Determines if a Pay Plan generates cancellations for non-payment of premium. Options include:
0 = Do not generate cancellation for non-payment.
1 = Generate cancellation for non-payment of premium using the settings in the CANCELDAYS field. The cancel date will be the greater of the Due Date + CANCELDAYS or the CARRYDATE.
2 = Generate cancellation for non-payment of premium using the settings in the CANCELDAYS field. The cancel date will be the invoice Due Date + CANCELDAYS. The CARRYDATE id is not considered.
3 = Generate cancellation for non-payment of premium using the settings in the CANCELDAYS field. The cancel date will be the greater of TDATE + LNOTDAYS or the CARRYDATE. This option also changes the way DUEDATE is calculated to be the lesser of DUEDATE + CANCELDAYS or the CARRYDATE.
4 = Generate cancellation based on saved Due Days. Diamond will need to capture all due dates and Legal Cancellation Dates generated from transactions so the insured must pay each invoice before pushing the invoice date forward. This keeps the policy in equity.
5 = The calculation of
the Due Dates and Cancel Dates with this Cancel Option are:
A). Calculated Due Date = Policy Eff Date + Due Days for each installment,
and B). Cancel Date = Due Date + Cancel Days. A new field, "due
date variance days," was added with this option. This field is
used to indicate how much time that the system slides the Due Date
based on how late the policy is issued, to legally comply with the
amount of time required between the Invoice and the Legal Notice of
Cancellation.
If Calculated Due Date (noted above) minus the system date is less
than 5, then the Due Date for the installment (s) in question only
will be the system date of plus "5." The Cancel Date will
still be Due Date + Cancel Days.
Cancel Days: Numeric; user entry. This value is added to Due Days to determine the Final Cancellation Date.
Cancel Delay: Numeric; user entry. The number of days to delay a policy’s cancellation during End of Day Processing. This is mainly to allow for mail time. When the policy does cancel, the date of the cancellation remains the original policy cancellation date.
Minimum Cancel Balance: Numeric; user entry. This field is verified during End of Day Processing, specifically for cancellations. If the amount in this field is greater than 0.00, EOD checks the policy’s outstanding balance. If the policy has an open amount less than the minimum cancel amount and no installments remain, the policy is not cancelled. (NOTE: This value is for those companies that are behind in renewals, and this option should only be set on a temporary basis.)
Legal Notice Option: Use to indicate if a Pay Plan should trigger a Legal Notice of Cancellation for non-payment of premium. Options include:
0 = Do not send Legal Notice of Cancellation
1 = Send Legal Notice of Cancellation
2 = Send Filing Based
Legal Notice of Cancellation (For SR22 and SR-26).In the "Other
Options" section of the Pay Plan screen, there are three
(3) combo boxes.
Filing Type: 0 = No State
Filing Option, 1 = Calculate Notice Dates based on SR22/26 Filings
or 2 = Calculate Notice Dates Based on State Filings.
Filing Cancel Days: Numeric
value; work same as regular Cancel except these are applied when
a state or federal filing is applied to a driver.
Filing Notice Days: Numeric
Value; works same as regular Legal notice Days except these are
applied when a state or federal filing is applied to a driver.
Legal Notice Days: Numeric; user entry. Number of days prior to the Cancel Date a Legal Notice of Cancellation should print.
Rescission Option: Determines if the Pay Plan sends Rescission Notices or not.
0 = Do not send Rescission Notice
1 = Send Rescission Notice
2 = Only send Rescission Notice when the carry date after the payment / policy transaction is greater than or equal to the next installment roll date.
3 = Send Rescission Notices Based on Notice Amount - This option bases rescission on payment of the original amount included in the Legal Notice that is mailed to the insured. If the outstanding amount from the Legal Notice is paid up to the minimum invoice amount, rescission will occur.
Rescission Days: Numeric; user entry. Determines when a Rescission Notice generates. If an endorsement is processed that generates a credit or payment received, the system recalculates the Carry Date. If this occurs between a Legal Notice of Cancellation and the Final Cancellation of the policy, it is usually necessary to issue a Rescission Notice. However, there are times when the amount of the payment or credit is only enough to extend the Carry Date a few days. This would not be enough time to issue yet another Legal Notice of Cancellation for the new cancel / carry dates. In this case, a Rescission Notice should not be sent.
Generate Legal on NSF: When an NSF occurs, this can be used to determine if the Carry Date is considered or not when creating the date of the Legal Notice of Cancellation. Options include:
0 = N/A No Legal Notice Option is enabled for NSF Adjustments.
1: Generate Legal on NSF, Disregard Carry Date – When a NSF occurs, a Legal Notice of Cancellation will be generated that day regardless of the Carry Date. The Final Cancel Date will be calculated by adding Legal Days to the System Date. This is the same option as before when the Generate Legal Notice on NSF check box was checked.
2: Generate Legal on NSF, Consider Carry Date – When a NSF occurs, the Carry Date will be considered against the Final Cancel Date calculated from adding Legal Days to the System Date. If the Carry Date is greater, then that will become the Final Cancel Date and the Legal will be calculated accordingly. If it is not, then the Legal Notice will be generated that day, and the Final will be calculated by adding Legal Days to the System Date.
Due Date Variance: Used with Cancel Option 5 - This is the number of days that will be used to indicate how much time the system slides the Due Date based on how late the policy is issued.
Invoice Due Days: Numeric; user entry. The minimum number of days between the Transaction Date and the Due Date. The Due Date is the Effective Date (of the transaction) OR the Transaction Date plus Due Days whichever is greater.
Minimum Invoice Amount: Numeric; user entry. Minimum dollar amount for which an invoice will print. Anytime there is an amount due greater than the minimum invoice amount outstanding, Diamond creates a Legal and Final Cancellation Date as well as creates and generates an invoice.
Lead Days: Numeric; user entry. Used with EFT and Credit Card Pay Plans. Represents the number of day’s notice the company agrees to give the insured before applying an increase to the deduction amount. If Lead Days are equal to “0,” then business will proceed normally except that installments will only roll through End of Day.
Invoice No Print Days: Numeric; user entry. When set to a numeric value other than “0,” this option prevents an Installment Notice from being printed. When an installment rolls, if a Legal Notice is ready to be sent within the Invoice No Print Days, End of Day prevents the Installment Billing Notice from printing. Otherwise, the insured would see an Installment Notice immediately followed by a Legal Notice of Cancellation, which would be quite confusing. This option should be used with a Pay Plan having a high number of installments.
Generate Legal Notice
on NSF: Options include:
0 = N/A No Legal Notice Option is enabled for NSF Adjustments.
1: Generate Legal on NSF, Disregard Carry Date – When a NSF occurs, a Legal Notice of Cancellation will be generated that day regardless of the Carry Date. The Final Cancel Date will be calculated by adding Legal Days to the System Date. This is the same option as before when the Generate Legal Notice on NSF check box was checked.
2: Generate Legal on NSF, Consider Carry Date – When a NSF occurs, the Carry Date will be considered against the Final Cancel Date calculated from adding Legal Days to the System Date. If the Carry Date is greater, then that will become the Final Cancel Date and the Legal will be calculated accordingly. If it is not, then the Legal Notice will be generated that day, and the Final will be calculated by adding Legal Days to the System Date.
3: Generate cancellation for non-payment of premium using the settings in the CANCELDAYS field. The cancel date will be the greater of TDATE + LNOTDAYS or the CARRYDATE. This option also changes the way DUEDATE is calculated to be the lesser of DUEDATE + CANCELDAYS or the CARRYDATE
Print Refund Checks: Used with EFT Pay Plans. If a company wishes to print their refund checks rather than have the refund processed through EFT by default, this field should contain a check mark.
Invoice Reminder Notice:
For installment billed Pay Plans,
this is used to configure a Reminder Notice.
0 = Do not sent a Reminder Notice
1 = Send reminder Notice
Invoice Reminder Notice Days: If the Invoice Reminder Notice field is set to "1," the number entered here sets the number of days between the due date and the final notice of cancellation / equity that would then send out the Reminder Notice. (Example: If the final date of cancellation / equity date is greater than the configured number of days from the due date, a Reminder Notice is generated.)
Spread Pay Plan Changes: For Pay Plans using Endorsement Options 1 and 2. When making a Pay Plan Change, this is used to determine how to spread the billed amount from the Pay Plan Change and leave the outstanding amount open.
Endorsement Option 1: It will be put on the next installment.
Endorsement Option 2: It will be spread equally.
For EFT and Credit Card Pay Plan Changes: If this field is selected, it does not spread.
Suppress Invoice on Cancels: Placing a check mark in this field determines if invoices will be suppressed on cancelled policies.
Suppress if Cancel Is After This # of Days: If the Suppress Invoice on Cancels field contains a check mark, the number entered here represents the number of days AFTER the cancel date that invoices will start being suppressed. If this is zero (0), the invoices will be suppressed with the cancellation.
Billing Installment Interval: Sets the rate of billing for installments created for the Pay Plan. It is based on installment interval and may be based on effective date, expiration date or days in the policy term.
Days
Monthly
Rounding Option: Identifies rounding options for installments. Options include:
0 = No rounding
1 = Round installments down
2 = Round installments up
Number of Installments: Numeric; user entry. Number of installments for a specific Pay Plan (e.g., 1. 2, 3, 9, 10, etc.).
Percentage of Total Premium: Numeric; user entry. The percentage of premium to be billed.
Prorated Installment Interval: Numeric; user entry. This entry is descending by months; should be the same as the Billing Installment Interval. It is used with short-term policies to determine if the system should create a future installment or allocate a portion of the premium as Prorated Term Premium.
Calculate Installment Due Dates From Eff Date: Determines if the installment due date should be calculated based on the effective date of the policy.
Select = Yes
Unselected = No
Calculate Installment Due Dates From Exp Date: Determines if installment due date should be calculated based on the expiration date of the policy. If Calculate Installment Due Dates From Eff Date is selected, this option cannot be selected.
Select = Yes
Unselected = No
Keep First Installment Within Term: For EFT policies, selecting this check box indicates how installments are scheduled when the deduction date is changed. For example, if this field is selected and the user chooses a deduction date less than the day of the month of the effective date of the policy, the first installment is scheduled after the effective date of the policy.
Variable Down Payment: This indicates whether a Pay Plan is a variable down payment Pay Plan. If it is, down payment and installments will be calculated based on equity depending on the user selected due date. The user will provide a desirable due date and based on the due date, the system will calculate the necessary down payment.
Variable Equity Days: Number of extra equity days from the equity date to calculated cancellation date.
Variable # Days for Installment 2: Minimum number of days from the effective date that installment 2 can be due.
Collection Notice Option: Combo box; user select. This determines if the Pay Plan uses premium collections (i.e., collections on outstanding balances for cancelled policies will be pursued) and if a Collection Notice is generated during the Process Collection Notices option in End of Day Processing.
0 = Do Not Send a Collection Notice
1 = Send a Collection Notice
Collection Notice Days: This is a user defined number of days between when the policy cancels and the Collection Notice generates during End of Day Processing.
Collection Waive Days: This is a user defined number of days when a Collection Notice generates and when an outstanding balance on a cancelled policy is waived.
Automatically Waive Balances on Policies in Collection: Select to place a check mark in this field. This is used with the Collection Waive Days option. This indicates whether the company wants to automatically waive balances at End of Day after the number of days indicated in the collection waive days has passed.
Minimum Collection Amount: User defined; full minimum dollar amount to generate Collection Notices.
Automatically Waive Balances on Policies in Collection:
Initial Service Charge: Determines how initial service charges are applied. Options include:
0 = No initial service charge
1 = New Business and Renewals
2 = New Business only
3 = Renewals only
Late Fee:
Account Late Fee: A miscellaneous charge. When a Legal Notice rolls, this charges a fee. This fee automatically generates, based on configurable Pay Plan settings, when a Legal Notice rolls. The amount of the fee, and whether or not to apply it, must be configured at the Company / State / Line of Business / Pay Plan level. When applicable, the fee then displays on the Legal Notice, included as part of the amount due.
NSF Fee:
Account NSF Fee: Numeric; user entry. The dollar amount to charge for Non-Sufficient Funds per billing account.
Apply Account Service
Fee to One Policy in Billing Account: This indicates whether
service fees will be applied to each policy in the billing account
at the account service charge rate or whether the account service
charge rate applies to the account in total.
Suppress Initial Service Charge if Balance Less Than Minimum Invoice Amount: Select to place a check in the field if your company does not want to charge an initial service charge on a new business, renewal, cancel / rewrite, rewrite and ABT rewrite policy when the policy has a balance less than the minimum invoice amount.
Spread Miscellaneous Fees By Installment %: Check box; user select. Some miscellaneous charges are installment based. For these, rather than spreading the charges evenly across installments, apply them according to the installment percentages in the Pay Plan. Options include:
Checked = Yes
Unchecked = No
Credit Service Fees at Future Renewal Cancel: Check box; user select. At cancellation, any service charges generated from the future renewal are backed off. Options include:
Checked = Yes
Unchecked = No
Credit Miscellaneous Fees at Future Renewal Cancel: Check Box; user select. At cancellation, any miscellaneous charges generated from the future renewal are backed off.
Checked = Yes
Unchecked = No
Roll Only Service One Fee: Check box; user select. Only rolls one (1) service charge when multiple installments roll at a time (New Business or Reinstatements). Options include:
Checked = Yes
Unchecked = No
Roll Only One Miscellaneous Fee:
Check box; user select. Only rolls one (1) miscellaneous charge when
multiple installments roll at a time (New Business or Reinstatements)
Options include:
Checked = Yes
Unchecked = No
Always Bill Service Fee Regardless of Balance: When the field is unchecked, Service Charges will bill if the policy balance is greater than the minimum invoice amount at the time of the installment roll. When the field is checked, Service Fees will be billed regardless of the policy balance unless the entire premium is paid.
Credit Card Decline Notice Option:
This is only displayed if the "Payment
Type" = "2 - Credit Card. Used to determine if a Credit
Card Decline Notice is sent or not:
0 = Do not send Credit Card Decline Notices
1 = Send
Credit Card Decline Notices
Credit Card Decline Notice Days:
If the Credit Card Decline Notice
option is set to "1" (Send Credit Card Decline Notice),
the numeric value entered here defines the number of days a Credit
Card Decline Notice is sent.
Special Note on the Credit Card Decline Function: For the Credit Card Decline function to process correctly, the Credit Card Decline Notice Option must be set to “1.” A Credit Card Notice will then be sent prior to a Legal / Final Cancellation Notice. Once this option is set to “1,” the number of days must then be set in the Credit Card Decline Notice Days field. When entering a numeric value here, this must be set to a value that is greater than the Legal Notice Option Days when the Send Legal Notice of Cancellation option value is set to “1.” Finally, to prevent a policy from drafting on a Credit Card that has been declined, the Cancel Option should also be set to any one of the cancel options.
Lead Days: This is the additional number of days to add to due days for the first installment only on New Business or Renewals. This field is designed for use with New Business or Renewals that are being issued well in advance of their effective dates.
Print Refund Checks: Used with EFT Pay Plans. If a company wishes to print their refund checks rather than have the refund processed through EFT by default, this option should contain a check mark.
Create Special Installment on EFT Spreads: Used with EFT Pay Plans When selected, a special installment is created for policy transactions that occur sufficiently far from the next open EFT installment.
EFT Special Installment Days: This is used to indicate the number of days the date of a transaction must be before the next open EFT Installment to allow for special installment creation; used when "Create Special Installment on EFT Spreads" is enabled.
Options included here allow new thresholds for Legal and Cancel Days in the Pay Plans for the "initial" days of the policy's term. This will let your company cancel a new business policy as soon as it is legally possible when underwriting conditions indicate that this is no longer a viable contract for insurance.
0 = No State Filing Option
1 = Calculate Notice Dates based on SR22 / SR26 Filings
2 = Calculate Notice Dates based on State Filings.
After all information has been entered / selected, click Save. The system presents a validation screen. Click OK to confirm the statement: "Pay plan has been saved."
The Billing Pay Plans screen returns.
Once a Pay Plan is set up, it should never be edited or deleted under any circumstance. Any questions regarding this should be directed to an Insuresoft business analyst.
The copy function allows you to make a copy of an existing Pay Plan (and all of its installments) and create a similar Pay Plan without having to re-enter information plus any changes you wish to make. Be careful that you give the "copied" Pay Plan a new description so you do not overwrite the Pay Plan you are copying from!
If you wish to copy an existing Pay Plan to a new Pay Plan, you may do so by:
From the Billing Pay Plans screen, highlight the Pay Plan you wish to make a copy of.
Select Copy. This returns the Copy Pay Plan screen.
Change any of the fields, including the description, you need to make different.
After all information has been entered / selected, click Save.
The system presents a validation screen. Click OK to confirm the statement: "Pay plan has been saved."
This is primarily used for duplication of a Diamond customer's Pay Plans for troubleshooting purposes. When the Export Pay Plan button is chosen, it takes all of a Diamond customer's Pay Plans / Installments and Bill Methods / Version and exports this information to an SQL script. Insuresoft personnel can then extract that information for diagnostic purposes.
To use this function, you must first set the path where the SQL file will be written using the system setting, "Export Pay Plan Path," in the Diamond System Editor.