1
Enter Producer Information
1.1
If necessary, select the Directory tab and click New to display the Company window.
1.2
Specify company information as follows.
Name
Company name.
File As
Name the company displays and is filed as.
Web Site
Company web site.
SIC Code
Click to display the Select SIC window. Search for and select the desired SIC code.
Entity Type
Specify company type from the drop-down. Unknown is the default.
Status
Specify company status in your contact database as follows.
Active
You are actively doing business with the company.
Inactive
You are no longer actively doing business with the company.
Prospect
You may begin doing business with the company in the near future.
Acronym
If the company goes by an abbreviated name, enter it here.
Company No
Assign the company an internal reference number here.
Federal ID
Enter the company's Federal Tax ID here.
Business Relationship
Click the button to display the Category popup. Check Producer then click OK.
Country
Specify the country where the company is located.
Address
Company's street address.
City, State / Province, Zip
A
City where the company is located.
B
Use this drop-down to select the state or province where the company is located.
C
The zip code where the company is located.
County
County where the company is located.
Telephone
Company's telephone number.
Fax
Company's fax number
Toll Free
Company's toll free phone number.
Other Phone 1 / Description
Enter any additional company phone number in the first field with a description of the number in the second field.
Other Phone 2 / Description
Enter any additional company phone number in the first field with a description of the number in the second field.
Same as Street
Check Yes if the company mailing address is the same as the street address given above. Check No if the mailing address is different and specify the mailing address in the fields that appear
1.3
Click Save.