About Surplus Lines Taxes

This release provides a Surplus Lines invoicing module for Sagitta. Features include:

  • A flag to enable the automatic pre-fill of Surplus Lines fees and taxes
  • A new State Taxes and Fees table to enter rates and rules
  • New fields in Insurers and Payees
  • An A.M. Best Rating Import* module

A.M. Best Data Products are purchased directly through A.M. Best Company.

  • Enhancements to the Policy Multi Information page
  • Changes to Invoices to Clients – Multi page and process