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Adding, Editing, or Deleting an Underwriter

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Here's how to add, edit or delete an Underwriter.
  1. Click the Add New button to open the Add New Underwriter template beneath the existing roster.
  2. Enter applicable information about the new carrier.
  3. Click Save.

Entering Information about a New Carrier

Edit a Carrier

  1. From the carrier list, click the edit_icon_black icon.
    The profile page for the carrier opens with editable fields.
  2. Update information about the carrier.
  3. Click Save.

Deactivate a Carrier

  1. From the carrier list, click the edit_icon_black icon.
    The profile page for the carrier opens with editable fields.
  2. From the Deactivate this Carrier section, click the Deactivate button.
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