Add/Edit/View Carriers:

Add/Edit/View Carriers:

• From the Choose your Default drop-down, select Carriers.
• To add a Carrier, click New.
  • New Carrier pop-up will appear
    
    
• New Carrier pop-up:
  • 
    
    • Enter Carrier name 
    • Check all Line of Business that apply
    •  NAIC numb. & Website  (optional)
  • 
    
    • Enter agency Commission % for both New and Renewal policies.

*You may Click  to add more detailed carrier information

• • Click  when done.
    
    
• To Edit an existing Carrier, double click on desired Carrier.
  • Once a Carrier has been saved, the Line of Business cannot be edited.

*You can also access Carrier Management from the  menu: