Question / Issue |
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How do I set up my company's NAIC codes? |
Answer / Solution |
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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.
- You need to contact your Insurance Company to receive the download NAIC codes
- From the Agency Settings menu, select Insurance Companies.
- On the Insurance Companies screen, click on an Insurance Company name.
- At the bottom of the screen, click on Setup NAIC Codes.
- To add a code, simply follow the instructions on the top of the screen.
- You can add multiple NAIC Codes for the same company.
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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.
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