Create a sublimit macro

Updated 1 year ago by Jake D.

Use sublimit macros to save groups of commonly used sublimits.

  1. Open an estimate, and on the Claim Info tab, click Coverage/Loss.
  2. In the Coverages group, click Add Options for the desired coverage type.
  3. Click the Macro list.
  4. Select a Macro or click SmartList to create a new Macro.
  5. Click Add.
  6. Type a name, and select a sublimit from the class column. Click Smartlist to create a new sublimit type.
  7. Enter single and aggregate amounts.
  8. Click Add, and repeat steps 3-6 until you have added all sublimits.
  9. Click OK to save your macro.

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