Manage Insurance Company Information
Setting up your insurance company's information is one of the first things you need to do in order to get started.
In this article:
Editing Insurance Company Information
Adding New Insurance Company
> Go to the menu on the left side of the main page. Click on Admin > Contract Setting> Insurance Companies and choose the next action that you want to perform. You can either add a new insurance company or edit the company information.
Click on the pencil icon on the left side. If you want to edit the insurance company information.
Click on the '+' key on the top right portion of the window. If you want to add a new insurance company listing.
To Edit
The pencil icon allows you to edit the insurance company's name, number, email, status, and insurance adjusters' information.
To Add
Clicking the (+) key will bring up the Add New Insurance Company window with fields that you’ll be needing to fill in as shown below:
