OfficeMate Home Office User's Guide - OfficeMate Software Solutions

Setting Up Plan Maximum Allotments
Chapter 2 Setting Up Insurance Carriers & Plans
Close the window when you are finished adding maximum allotments.
To copy maximum allotments
Open the Maximum Allotments window. For information on opening the
Maximum Allotments window, go to To open the Maximum Allotments
window on page 158.
Click Copy.
The Copy Maximum Allotment window opens.
Note
A confirmation may appear asking you if you want to overwrite any
existing maximum allotments in this insurance plan. Select one of
the following options:
• Click Yes to erase all of the plan’s maximum allotments and
replace them with those you are about to copy.
• Click No to keep the current maximum allotments and not
copy maximum allotments from another plan.
Select an insurance carrier from the Select Carrier drop-down menu.
All plans under that carrier with a maximum allotment pricing method appear in
the results list.
Select a plan from the list.
160 OfficeMate Home Office User’s Guide