Question / Issue |
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Where do I go to enter my producer code, company code, user ID and password for a specific company? |
Answer / Solution |
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- 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. 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 Companies.
- This will bring up the Company Setup screen.
- Left click to highlight the company you want to view and enter information for and then click on the Properties button at the bottom of the screen.
- The specific company properties screen will then appear to allow you to enter:
- Your agency Producer Code
- Company Code (Your agency sub-code)
- The company's NAIC Code
- Your agency User ID and Password (if applicable)
- Once you have entered your producers codes for all of your companies, click on the Apply and then the OK buttons at the bottom of the screen.
- You will be taken back to the Company Setup screen, click on the Done button to close the screen.
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