Create a Carrier

Follow the process outlined below to create a new carrier contact.

Create a Carrier Process

1
Enter Carrier Information
2
Configure User-Defined Information
3
Add Contacts
4
Specify Contact User-Defined Data
5
Define Standard Requirements
6
Define Custom Requirements
7
Add Line of Insurance
8
Add Medical Stop Loss State Approvals
9
Add Group Term Life State Approvals
10
Add Medical Conversion State Approvals
11
Add to a List
12
Add to a Group