These are the specific names of the products offered by each carrier. A Product is linked to a carrier and is sometimes used to match a commission to a policy.

Add

1. Go to the Main Menu.
2. Click Data – Carriers – Products – Revenue Types.
   
3. Click the box next to a carrier.
   
4. Click ADD PRODUCT.
   
5. Enter a Product Statement Code - this is the name of the product as it appears in the commission statement.  The name is required to match commissions from the statement to a policy rider.
   
6. Enter a Product Label - this is a name you will recognize in reports.
7. Click SAVE.
   

Edit

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

Delete

1. Go to the Main Menu.
2. Click Data – Carriers – Products – Revenue Types.
3. Click the box next to a carrier.
4. Click the box next to the products to delete.
   
5. Click the delete icon . Deleting a product will remove it from any policy linked to it. This action is irreversible.
6. Click CONTINUE.