Adding an Underwriter Contact
Most brokers will have certain underwriters that they send their quotes to. In order that they get to them, their email addresses need to be added to the insurer information.
Select Products from under the Settings Tab
Choose the Product that you are using - (Office in this case)
Click on the Edit button at the end of the row -
Go to Insurance Providers under Insurer Panel
This will then show all the insurer providers
At the end of each row are options for Edit and Delete - click on Edit
Under Edit will be all of the details for the insurer - their details, premiums, commission & fees, payment details and the section for email addresses -
Add the Name and email address of the underwriter used and if more than one, click on +Add Contact -
Once you have done that, scroll down to the bottom of the page and press Save -
Repeat for each insurer.
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