Field Descriptions

Table Information

 

Insurance Carrier Information

What can I do in this screen?

Use this screen to maintain contact information regarding the insurance companies that insure your subcontractors. Not all vendors are required to carry insurance.

When should I use this screen?

Use this screen whenever you enter a new insurance carrier for a subcontractor.

Field Descriptions

Identification

Use the fields in this block to enter the ID and name of the insurance carrier.

Insurance Carrier *

Enter a new insurance carrier ID (up to 12 characters) or use Query to locate an existing carrier ID.

Name *

For a new record, enter (up to 25 characters) the insurance carrier name.

If you used Query to select an existing carrier in the Insurance Carrier field, the name will automatically display.

Contact Information

Use the fields in this block to enter pertinent contact information. These fields are optional; however, we suggest using these fields to keep track of useful information.

If you used Query to select a carrier in the Insurance Carrier field, the system will display previously entered contact information about the selected carrier.

Agent Name

Enter the insurance agent's name (up to 25 characters).

Agent Title

Enter the agent's title (up to 25 characters).

Phone Number

Enter the insurance company's phone number (up to 25 characters).

Fax Number

Enter the insurance company's fax number (up to 25 characters).

Address Line 1

Enter the insurance company's address.

Address Line 2

Enter the insurance company's address.

Address Line 3

Enter the insurance company's address.

City

Enter the insurance company's city.

State/Province

Enter, or use Lookup to select, the insurance company's state or province.

Postal Code

Enter, or use Lookup to select, the insurance company's postal code.

Country

Enter, or use Lookup to select, the insurance company's country.

* A red asterisk denotes a required field.

Table Information

Changes to this screen update the SUBC_CARRIER table.

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