complete management software

Firm > Manage Types > Manage Association Insurance Carrier

Use this page to add and manage Insurance Carriers.

Insurance Carriers can be added at the Association level to simplify the process of adding new policies. 

Step 1. Navigate to Firm > Manage Types > Manage Association Insurance Carrier.

Step 2. Select Add New Carrier from the Page Actions drop down menu.

Step 3. Complete the Insurance Carrier window. 

• Name- Enter the name of the Insurance Carrier. 

• Description- Enter a description for the Insurance Carrier. 

Step 4. Click the Save button to finalize, or the Save Add button to add more Carriers.