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Adding an email address to an Insurer
Adding an email address to an Insurer

If you email quotes to regular underwriters, make sure they are on the system.

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Written by Annelli Bradbury
Updated over 2 months ago

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.

  1. Select Products from under the Settings Tab

  2. Choose the Product that you are using - (Office in this case)

  3. Click on the Edit button at the end of the row -

  4. Go to Insurance Providers under Insurer Panel

  5. This will then show all the insurer providers

  6. At the end of each row are options for Edit and Delete - click on Edit

  7. Under Edit will be all of the details for the insurer - their details, premiums, commission & fees, payment details and the section for email addresses -

  8. Add the Name and email address of the underwriter used and if more than one, click on +Add Contact -

  9. Once you have done that, scroll down to the bottom of the page and press Save -

  10. Repeat for each insurer.

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