Question / Issue |
|
How do I view / edit / delete company information? |
Answer / Solution |
|
To view/edit/delete company info:
- On the Agency Settings dropdown, select Insurance Companies.
-
Select the company you want to view/edit.
-
Click on the option to Edit Company Info from the OPTIONS section.
-
Make your changes to the company information.
-
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.
|
|