Question / Issue |
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How do I view / edit / delete company information? |
Answer / Solution |
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To view/edit/delete company info:
- On the Agency Settings dropdown, select Insurance Companies.
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Select the company you want to view/edit.
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Click on the option to Edit Company Info from the OPTIONS section.
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Make your changes to the company information.
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Once finished you can click on Save to store your changes or click on Cancel to disregard them.
To delete a company, select the company you want to delete and click on Delete Company.
NOTE: InsurancePro will not allow you to delete a company if there are existing policies associated with it. |
Related Links |
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Deleting companies Video on setting up companies including deleting companies |