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FAQ ID # 6
Last Update : 2009/09/11

Question / Issue
How do I set up my company's NAIC codes?

Answer / Solution

To set up NAIC codes in InsurancePro:

NOTE: NAIC are standard codes that help InsurancePro identify an Insurance Company when downloading transactions. NAIC codes must be set up before you start downloading from your companies in insurancePro.

  1. You need to contact your Insurance Company to receive the download NAIC codes  
  2. Go to the Company Setup Screen and select an Insurance Company.
  3. Click on Setup NAIC Codes.
  4. To add a code, simply follow the instructions on the screen.
  5. You can add multiple NAIC Codes for the same company.
  6. Once you have entered an NAIC Code for an Insurance Company, InsurancePro can match it to select the correct company when downloading the ACORD AL3 Transaction.

Related Links
Setting up Companies including NAIC Codes
Video to set up insurance companies including their NAIC codes


Direct Link to This FAQ
http://www.itcdataservices.com/support/IPFAQ/?f=6

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