Insurers
Insurers is your directory of the providers you place business with, kept alongside the rest of your workspace.
Store the insurers you work with and the details your team needs to reach them. When you record a policy you can tie it to the right insurer, which keeps your book tidy and your reporting meaningful.
How to use it
- Add the insurers you place business with.
- Reference them from policies so every case names its provider.
Try it in your own workspace
Create a free account and use Insurers with your own clients.
Get started free See it in the manual