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Carrier and Writing Company Setup
Carrier and Writing Company Setup

Writing Company, Carrier, Policy Types, Carrier Setup

Megan Stasko avatar
Written by Megan Stasko
Updated over 2 years ago

A hierarchy exists within the Carrier Setup. Under a carrier, you can add a writing company which will appear in the dropdown when adding new business.

In addition to writing companies, you can add which policy types that can be written with carriers.

To edit Carrier Setup, go to My Agency > Carrier Setup

CLICK HERE to learn about Policy Type Setup

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