Insurance companies can be entered in this screen to allow the list to be available from the other screens in Sales Manager. This module can also be used to print lists of clients that are currently insured. This is very useful in that the list can be faxed to the companies for verification of coverage.

Step 1
Click the Open button on the Tool bar. The following window will appear:

Step 2
Select Insurance Companies from the browse window and click Ok.

Step 3
The Insurance Company Setup Module will be displayed as depicted below. To edit an existing salesman select one from the list by clicking on one with your mouse.Click the DetailsTab.

Step 4
Edit the information in the text boxes as appropriate. Click Ok to save and exit.

Step 5
To create a new insurance company click the New button on the bottom tool bar. Enter the appropriate information in the text boxes and when finished, click Ok to save and exit.