Carriers

Carriers

Carriers are the insurance companies that you represent and pay you commissions.

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Add

  1. Go to the Main Menu.
  2. Click Data – Carriers – Products – Revenue Types.
  3. Click ADD CARRIER.
  4. Complete the required fields.
  5. Click SAVE.

Edit

  1. Go to the Main Menu.
  2. Click Data – Carriers – Products – Revenue Types.
  3. Click the carrier name.
  4. Make changes.
  5. Click SAVE.

Delete

  1. Go to the Main Menu.
  2. Click Data – Carriers – Products – Revenue Types.
  3. Click the box next to the comp plans to delete.
  4. Click the delete icon .  Each policy is linked to a carrier.  Policies linked to a carrier must be deleted before the carrier.  Deleting a carrier will also delete any product or revenue type linked to it. This actions is irreversible.
  5. Click CONTINUE.

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