Companies

Use the Companies menu to manage carrier group and appointing or underwriting company records in Producer Manager.

TheCompanies menu includes the following menu and sub-menu options:

Carrier

• Review/Update Carrier
• Add Carrier

Company

• Review/Update Company
• Add Company

Appointment Details

• Add State Appointment Details
• Maintain State Appointment Details

Appointment Profile Maintenance

• Add Appointment Profile
• Maintain Appointment Profile