Overview
Brokers can save contact information for their Carrier representatives to save time when sending forms for either a Prescreen or Sold Group submission.
IN THIS ARTICLE
How to add a Carrier contact
In the left-hand navigation, select Underwriters to access the Underwriters page.
On the Underwriters page, you’ll see a list of all Carrier contact information already saved to your account.
NOTE: The Underwriters page is account specific, meaning you may have different contact information listed than another Broker (Admin) at your Agency.
To add a new contact, select the ‘+Add Underwriter’ button.
A slide-out menu will appear from the right-hand side of your screen. You’ll be required to enter the following items:
- Last Name
- First Name
- Carrier
We recommend creating a Default Password. Passwords should be at least 8 characters long. Save to add your new contact.
NOTE: When sending forms and other documents through the Send Forms page, all items are sent within a secure link to your contact. Your contact will need the password to open all items.
On the Send Forms page, you’ll see your contact’s name listed in the Recipient section when you send to the Carrier the contact is associated with in FormFire.