Increasing protection plan pricing
jessicadunning
Registered User ✭
We are looking into increasing our protection plan pricing but was told by SL that we would have to individually go in and change the existing clients price to the new rate and that we are unable to "batch edit" I'm hoping someone here has found a way around that instead of going into 4000+ tenants settings to update their price.
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MamaDuke7 Registered User, Daily Operations Certified, Advanced Operations Certified, Administrator Certified, myHub Certified ✭✭✭✭✭Since all insurance and protection plan info is handled in each customer account, I can't think of any other way to do it. Changing the pricing only changes it for policies added moving forward. The existing plans are locked in to the rate they currently have.0
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Hi, @jessicadunning. You may always request a "bulk insurance change" from us. This custom data request carries a fee but is something that we do often. If you're interested in pursuing this or would like to learn more, please give us a call at 919-865-0789, Option 2. ~Amy C.0
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