Question / Issue |
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Is there an easy way to view/enter all of my insurance company producer codes and other information at one time? |
Answer / Solution |
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How to view insurance company information on one screen:
- If you are on a network be sure that all other users have exited the program including NetSpawn users.
- NOTE: NetSpawn users do not have access to the Company Setup or the Edit Produer Codes screen. You must go into the main copy of the program to access this feature.
- Close all open quotes.
- From the Edit menu at the top left of the screen, select Producer Codes.
- This will bring up the Edit Producer Codes screen and display additional information:
- Company Name
- Producer Code
- User ID and Password (if applicable)
- Bridge Path (Will display if the path, URL or executable file has been provided to ITC by the company)
- If the Producer Code is shown as blank next to the company name, you can easily enter this information:
- Highlight the company by left clicking on the company name.
- At the bottom left of the screen enter your producer code in the Producer Code entry field.
- If a User ID and Password are needed, enter those as well.
- Click on Apply to add this information to the company properties (as soon as you click on Apply you will see this info added above next to the company name - do this after you enter information for each company).
- Once you have made your modifications to this screen, click on the Done button at the bottom of the screen.
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