Procedure
-
From the Bluechip main window, either
- Click
Folder icon
- Press Ctrl + O
- Select
The
Open window appears.

-
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
The new record is added to the list of Insurers and you are presented with the Company
Details window.

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