Insurance Carriers - Introduction

SmartOffice stores and displays detailed information about carriers, their products (both individual and group) and associated policies and cases. This module also retains information about forms and contracts.

SmartCaseManager uses specific carrier information to fill in requirements and other data for pending cases.

Select a topic below for more information.

• Searching for Carriers
• Creating a Carrier
• Viewing and Editing Carrier Information
• Other Carrier Tasks

Watch related training movies:

• SmartPolicies Course