Adding a New Insurance Carrier

Insurance carriers are used when defining policies, the lowest level in the policy tower (Insurance Policy Towers). The insurance carrier’s policy can be assigned to the claim file. If desired, reports can be generated to determine how many claims have been covered by a particular insurance carrier.

Prerequisites: The 'Insurance Policies and Carriers' role function must be enabled and a product license is required.

To add a new insurance carrier:

1. In the Admin Center page go to the Library section and click the Insurance Carriers link (not shown).
2. Click New to create a new insurance carrier. The Add Carrier dialog opens.
3. At a minimum, complete the Carrier Name field.
4. Complete the other fields, if desired.
5. Note: Check the Hidden box if this item should not be shown in the list.
5. Click OK. A new record is added to the table.
6. Tip: To edit a carrier, check the adjacent box and click Edit. If the carrier is no longer required, click Delete. You must click Yes to confirm the deletion.