Create an Administrator

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

Create an Administrator Process

1
Enter Administrator Information
2
Configure User-Defined Information
3
Add Contacts
4
Specify Contact User-Defined Data
5
Define Standard Requirements
6
Define Custom Requirements
7
Create the Administrator Profile
8
Add the Claim Administration Address
9
Add the Policy Administration Address
10
Add the Premium Administration Address
11
Add TPA License
12
Add E & O Policy
13
Add Fidelity Bond
14
Add to a List
15
Add to a Group