Insurer Codes Overview

Use the Insurer Codes file to record information about the insurance companies with which your agency does business.

The Insurer Codes file includes payee and contact information. The payee is the company to which you pay your account. You can set up a single payee for multiple insurers. You can also enter agency codes and contacts.

The Homeowners Percentages Grid

Use the Homeowners Percentages grid to personalize the percentages for calculating Homeowners coverages by Insurer Code, by Form number, and by Coverage Code.

Where the information goes

Information that you establish in the Insurer Codes file can pre-fill to:

• Policy Detail Information
• Policy Information (for example, Coverage)
• Applications

Insurer Codes and Payees

Before you reference a payee in the Insurer Codes file, you must enter it in the Payees file. When you pay your companies and insurers, you reference the payee code, not the insurer code.

Insurer Codes and sub-companies

You can attach multiple insurer codes to one payee code for subsidiary companies. All subsidiary company invoices are payable to the same payee; Account Currents are generated by payee. You can create separate reports for each insuring company with a single payee.

Optional grid and tracking actual premiums

There is an optional grid that you can use to enter estimated premium by month and to track actual premium written. The system does not update data from this grid there is no formatted report to compare actual vs. estimated premium amounts.