{"type":"video","version":"1.0","html":"<iframe src=\"https://www.loom.com/embed/552b3056cd5148d5b025a9611f0b7437\" frameborder=\"0\" width=\"1618\" height=\"1213\" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>","height":1213,"width":1618,"provider_name":"Loom","provider_url":"https://www.loom.com","thumbnail_height":1213,"thumbnail_width":1618,"thumbnail_url":"https://cdn.loom.com/sessions/thumbnails/552b3056cd5148d5b025a9611f0b7437-225605168c8eb40d.gif","duration":281.088,"title":"Binding New Business Policies and Accounting Procedures 📊","description":"In this video, I walk you through the process of binding a new business policy or renewal, focusing on the accounting checklist we need to follow. I emphasize the importance of determining how the client wants to pay—whether in full or through financing—and ensuring we capture any agency fees and commissions accurately. I also highlight the need to upload the necessary documents and reassign tasks to accounting for payment processing. Please make sure to activate the premium finance agreement to ensure proper fund distribution. Let’s stay organized and ensure we don’t miss any payments!"}