Use the Add Insurance window to add an insurance provider to the database.
To open the Add Insurance window:
Add Insurance window element descriptions
Window element |
Usage |
---|---|
NAIC |
When you enter the name of the insurance company the system will populate the NAIC code that has been assigned to this insurance company by the National Association of Insurance Commissioners. |
Insurance Company |
Select the name of the customer's insurance company. |
Add |
Click to add an insurer that is not on the pre-populated list. |
Cancel |
Click to close the window without saving. |