insurance CARRIERS
The Carriers section of AgencyCentral is a powerful database that allows you to store all of your company-specific information in one place.
 
Each carrier includes two types of records:
INFORMATION PAGE
This page contains general information about the company, such as the website URL, addresses, phone and fax numbers, along with notes and the ability to attach related information.

Note:  Each carrier must have a single information page.
 
View the company information page
  1. Click on the Carriers title bar on the AgencyCentral home page
  2. In the Quick Launch bar, click on Company Information
  3. Click on the carrier's name to display their information
Add a new information page
  1. Click on the Add new item link at the bottom of the Carriers list.
  2. Be sure that the Type field reflects Information.
  3. The Last Name field is required, therefore, repeat the company name in this field on Information files.
  4. Click on Save and Close to complete the process and return to the Carriers list.
Updating the information page
  1. Access the carrier's information page, as shown above.
  2. Click on Edit Item
  3. Fill in the fields provided
  4. To attach a file, click on the Attach File button

CONTACT RECORD
This page is added for each individual contact at a particular insurance company. 

These are the individual contact within a company with information specific to them.

Add a new contact

  1. Click on the Add new item link at the bottom of the Carriers list.
  2. Be sure that the Type field reflects Contact.
  3. Fill in the fields as shown at the right.
  4. To attach a file, click on the Attach File button
  5. Click on Save and Close to complete the process and return to the Carriers list.
Delete a contact
  1. Clicking on the last name of the individual
  2. When the contact record opens, click on the Delete Item button
  3. Click on Yes to confirm the deletion or Cancel to return to the contact record.