Insurers (Adding and Editing)
Before you begin
Procedure
-
From the Bluechip main window, either
- Click
Folder icon
- Press Ctrl + O
- Select
- Click
- From the List drop-down list, select 'Insurers'. From here you can search for and select an existing Insurer record, and then view/edit the record by clicking Open To create a new record, continue to Step 3.
-
Click New. The New Company window
appears. As an Insurer is considered a subset of 'Companies', the same window for
creating new Companies is
used.
- Enter details as appropriate.
- Click OK to confirm.
Results

From here you can also manage the company's Representatives.