Carriers Settings
Clu Connors avatar
Written by Clu Connors
Updated over a week ago

Add Notes, Information, Contact Info & Documents to your Carriers.

Settings> Insurance Carriers
Add or Edit a Carrier
Edit the information.

To upload a File and set where you'd like to see that document (ie in the Email Screen, Agent Access, etc)


Here's a screenshot of how the overall Carrier file looks:

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