Include contact information for insurance underwriters for ease of communication.
- From the Underwriter Roster, click the icon in the View column to open a profile page for the carrier.
- From the Add New Contact section, enter applicable information about the contact.
- Click Save.
The contact appears in the Contacts list.
Edit a Contact
From the Contacts section where the contact was first added, click the icon to update the information. When you edit a contact, the Released checkbox appears; select this checkbox to remove the contact.
You can also use the following links from the Contacts section:
- List Released—Click to list the inactive contacts and reinstate them if necessary
- List Active—Click to list the active contacts