How to Create a Future Mod

If you want to create a a future mod file navigate to the Account and Mod file you want to create the future mod file from. 

In the action menu there is an icon with two arrows pointing to the right.   If you hover your cursor above the icon it will say Future Mod.  Click that icon to create a future mod.

You'll be presented with three options:

Option 1 - Leave the file as is an advance the rating effective date by 1 year

Option 2 - Advance the rating effective date by 1 year and add new policy period with states.  We'll duplicate the most recent payroll information and class codes to be helpful.

Option 3 - Advance the rating effective date by 1 year and add new policy period with states and remove the oldest policy period.  We'll duplicate the most recent payroll information and class codes to be helpful.

Here is a how to video.