How to change a Legacy pay plan in Exceed 

  • From the Policy/Agreement screen, highlight the term you are trying to change.
  • Click Quote Scheduling. 
  • Select the appropriate option in the Account Plan drop down, if needed. 

Account Plan

Pay Plan

NSL

Direct Bill, Full Pay

5SL/DS5

Direct Bill, Monthly, Quarterly, or Semi

ENL/CLE

EFT(Any)


  • Change the Billing Method field if needed. Direct-Invoice for Direct Bill or Electronic Fnds Trnsfr for EFT. (Note:  Bank information has to be in Exceed in order to change the pay plan to EFT.)
  • Select the appropriate Pay Plan from the Policy Plan drop down.  
  • If there are multiple terms that need to be changed click the box labeled “Apply policy plan changes to all terms of the selected policy.”
  • If there are multiple policies on the account, click the box labeled “Apply policy plan changes to all policies in the account.” (Note:  All policies on a commercial account must be the same, and commercial account billed policies can not be full pay.)
  • Press Quote Schedule to review the change before you process. 
  • If all looks well press Apply. 
  • If the quote does not come out as expected, ask for help. 
  • Note Exceed when the change is complete.
  • Always make sure to change the info in Mainframe as well.