If you regularly email quotes to specific underwriters, make sure their contact details are stored in the system. This ensures your quotes go directly to the right person every time.
Step 1: Access the Product Settings
From the Configuration cog, select Products.
Choose the product you want to add the contact to. (e.g., Office).
Step 2: Open the Insurer Information
On the Product page go to Insurer Panel
Select Insurance Providers
A list of all insurers for that product will be displayed.
Step 3: Edit the Insurer Contact Details
Select the Provider and under Options, click Edit.
You’ll see the insurer’s full details, including:
Insurer Details
Premiums, Commission & fees
Payment Information
Underwriter Contacts section
Step 4: Add the Underwriter’s Contact Information
Select +Add Contact under Underwriter Contacts.
Create Contact will pop up and all the details can be filled in. Select Add Contact.
To add multiple underwriters, click + Add Contact.
Step 5: Save Your Changes
Scroll to the bottom of the page.
Click Save.
Repeat these steps for each insurer you work with.
Tip: Keeping underwriter contact details up to date helps ensure quotes reach the right inbox without delays.
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