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Actions | Description |
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 | Clicking this button opens the Edit popup for a particular record. Users can make amendment to any fields. |
 | Clicking this button to trigger the record deletion. Once confirmed, the record is deleted. Binders:  Carriers:  |
INSURANCE COMPANIES
The insurance companies tab is the place where you can define your customers' previous insurers. You can see all your predefined insurance companies.
You can read more about how to use the insurance company when creating a quote How to send a termination letter?
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If you can’t see the insurer, click on the Search & Filter button, enter the name or email of the insurer, and click on the Search button to conduct a search. You can input the full name, of a word in the insurer’s name.
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You can also save your search so you can use it later. To save it,
1.Enter your keyword into the name field and/or the email field
2.Click Save
3.Enter the filter name and choose the filter type. Global means everyone can see you filter, while Private means only you can see it
4.Save your filter
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Actions on Insurance company list:
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Actions
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Description
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Clicking this button opens the Edit popup for a particular record. Users can make amendment to any fields.