Carriers are the insurance companies that you represent and pay you commissions.
Add
Go to the Main Menu.
Click Data – Carriers – Products – Revenue Types.
Click ADD CARRIER.
Complete the required fields.
Click SAVE.
Edit
Go to the Main Menu.
Click Data – Carriers – Products – Revenue Types.
Click the carrier name.
Make changes.
Click SAVE.
Delete
Go to the Main Menu.
Click Data – Carriers – Products – Revenue Types.
Click the box next to the comp plans to delete.
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.