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Last updated: 2025-09-19


Insurance Carriers - Other Carrier Tasks


Merging Carriers


Carrier Merge is used to transfer data from a "source" carrier to a "target" carrier. The data transferred includes products and policies, but not set memberships.


For more information, see Record Merge.


Generating Carrier Policy Statistics


The Policy Statistics by Carrier report lists information about the maximum premium, maximum benefit, average premium and average benefit for different types of policies by the carrier.


Image from carrier_dialog_policy_stats_by_carrier.png

To generate the Policy Statistics by Carrier report:


  1. From the Carrier List, tag the carriers to include in the report.
  2. Select Menu \> Carrier Policy Statistics.

Viewing Carrier Code History


The Carrier Code List maintains a history of changes made to the carrier code. To display the Carrier Code List:


  1. Select Carriers from the expanded Insurance menu to open the Search Carriers dialog box.
  2. Click the Search button to open the Carrier List.
  3. Tag a carrier and then select Menu \> Carrier Code List.