www.insuranceproonline.com

FAQ ID # 18
Last Update : 2009/09/11

Question / Issue
How do I view / edit / delete company information?

Answer / Solution

To view/edit/delete company info:

  1. On the Agency Settings dropdown, select Insurance Companies.
  2. Select the company you want to view/edit.
  3. Click on the option to Edit Company Info from the OPTIONS section.
  4.  Make your changes to the company information.
  5. 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
Deleting companies
Video on setting up companies including deleting companies

Related FAQs
How do I set up downloading my company policies through IVANS into InsurancePro?
How do I set up my company's NAIC codes?
How do I set up my insurance companies?
How do I set up multiple commision percentage levels for one Insurance Company?

Direct Link to This FAQ
http://www.itcdataservices.com/support/IPFAQ/?f=18

Tags
Company edit view change information delete

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