Create an Insurer

Creating a New Insurer

The following steps are required to create a new insurer:

1. From the Insurers tab select New.




2. Enter the details of the insurer including the Company Name, Branch/Division, Telephone, Email and Postal Address.
3. Click Submit.

To add a new contact to the insurer;

1. Select the Contacts tab, then click Add New Record.




2. Enter the contact details and any notes required in the Notes section then click Insert to save data.




3. You should see the contact screen again with the newly entered data.

Editing an Existing Insurer

The following steps are required to edit an existing Insurer:

1. Navigate to the Insurers tab and click Edit adjacent to the entry you would like to modify.




2. In the Company Details tab, modify the business, address, and other information then click Submit.

To update a contact;

1. From the Contacts tab, click the Edit link adjacent to the entry to wish to edit.




2. Update the details as necessary, then select Update to save the changes.

Viewing an Existing Insurer

To view an existing insurer's details:

1. Navigate to the Insurers tab and click > adjacent to the entry you would like to view.




2. Navigate between the Contact Information, Address Information and Contacts tab to see the relevant information.

Article ID: 23, Created On: 1/6/2011, Modified: 3/22/2011