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Underwriter Contacts

Include contact information for insurance underwriters for ease of communication.

  1. From the Underwriter Roster, click the view_carriers_icon icon in the View column to open a profile page for the carrier.
  2. From the Add New Contact section, enter applicable information about the contact.
    Adding a New Contact
  3. Click Save.

The contact appears in the Contacts list.

List of Carrier Contacts

Edit a Contact

From the Contacts section where the contact was first added, click the edit_icon_black icon to update the information. When you edit a contact, the Released checkbox appears; select this checkbox to remove the contact.

Released Checkbox

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
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