Computerize Your Assets Help

Insurance Agents

Insurance Agents

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Insurance Agents

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Insurance Agent Support File

 

In addition to maintaining a listing of all Insurance Companies you have policies with, Computerize Your Assets provides the tools to identify and maintain necessary information for the insurance agent writing the policy. Below is an example of the Agent Browse list.

 

 

insuranceagentlist

 

View

View the currently highlighted agent detail. No changes will be allowed.

Insert

Insert or add a new agent to the list

Change

Change or modify the information for the currently highlighted agent

Delete

Remove or delete the currently highlighted agent from the list

 

 

Insurance Agent Update Screen

 

insuranceagentupdate

 

Insurance Company

Type in or select from the drop down list the Insurance Company this agent represents

Agent Name

Type in the name of your insurance agent

Address

Type in the mailing or street address for your agent ( Optional )

City

Type in the City name  ( Optional )

State

Type in the State abbreviation  ( Optional )

Zip Code

Type in the Zip/Postal Code  ( Optional )

Phone Number

Type in the Phone number for this agent  ( Optional )

Fax Number

Type in the Fax number for this agent  ( Optional )

Email Address

Type in the Email address for this agent  ( Optional )

 

TIP!

If this agent has been selected and associated with an inventory item record, changing the Agent Name will result in the name being updated in each of the inventory item records. You may not, however, delete an agent from the agent file if it is referenced from an inventory item.

 

 

 


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