Commissions and taxes for auto-rated risks

It is recommended you confirm commissions and taxes before you email a Quote Document to the client, and it is required you do so before you Bind the risk. 

It is important to note that the commissions and taxes you confirm at binding should not be modified through any amendment to a bound risk.

Quick tip!  Work with your Accounts team member or Principal Broker to equip yourself with a list of taxes and tax rates applicable to those jurisdictions you are authorized to transact business. Being equipped with this information can help expedite the binding order with accuracy. 

Disclaimer! The Knowledge Centre covers all features of the Glide platform. Some details in this article may not be applicable to your version of Glide.