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Mitratech Success Center

Underwriter Policies

Click the active_policies_icon icon under the Active Policies column of the Underwriter Roster to view policies for a specific carrier. From the Active Policies page, click the view_carriers_icon icon for a policy to view it.

Add a Carrier/Underwriter Policy

  1. Click the active_policies_icon icon for the carrier in the carrier list.
  2. From the Active Policies page for the carrier, click the Add New Policy link.Add New Policy Link
  3. In the fields that appear, enter information about the policy. Fields inhabited with an asterisk (*) are required.
  4. Click Save New Policy.

Adding a New Policy

Edit a Policy

  1. From the Active Policies list, click the edit_icon_black icon for the policy.
  2. In the fields that appear, update information about the policy.
  3. Click the Save Changes button to save the policy.

Delete a Policy

  1. From the Active Policies list, click the edit_icon_black icon for the policy.
  2. At the bottom of the policy page, enter "Yes" into the text box and click the Delete Policy button.
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