Last updated: 2025-09-19
Insurance Carriers - Viewing and Editing Carrier Information
Overview
SmartOffice organizes carrier information using tabs and content links. To view and manage carrier information from the Carrier List, select a carrier and then click one of its tabs or content links.
Carrier Tabs
Carrier tabs display information related to other modules. For example, clicking the Policies tab while viewing a carrier lists the policies associated with the carrier; clicking the Products tab displays the carrier's products.
For more information, refer to the help information for those modules.
Carrier Content Links
Select the name of a content link below for more information:
- Detail
- Misc Information
- Key Relations
- PCM Options
- HO Reps/Underwriters
- Forms
- Underwriting Guidelines and Notes
- Carrier Posting (see Carrier Postings)
- CTM Options (see [SmartCommissions
- Carrier and Product Setup](/help/pro/smartcommissions/-/carrier/setup))
- Product Fees
- Letters/Documents