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Import Client Data from PDF
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Insurance Xdate PDF
Client Information
Current Carrier
Proposed Carrier (Thomas McKee Insurance Agency)
Search from Thomas McKee Insurance Agency's available carriers
Modifiers
Example: 0.85 = 15% discount, 1.15 = 15% debit (Default: 1.00)
Class Codes & Payroll
Current Carrier Total
$0.00
Proposed Carrier Total
$0.00
Estimated Annual Savings
$0.00
0%