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	<title>parent carrier Archives - InsuredMine CRM | Optimize and Grow Your Insurance Agency</title>
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		<title>Writing carrier distribution for the parent carrier in parent carrier details page</title>
		<link>https://www.insuredmine.com/knowledge-base/writing-carrier-distribution-for-the-parent-carrier-in-parent-carrier-details-page/</link>
		
		<dc:creator><![CDATA[Neelima Gayathri]]></dc:creator>
		<pubDate>Sat, 04 Feb 2023 03:38:27 +0000</pubDate>
				<guid isPermaLink="false">https://www.insuredmine.com/?post_type=knowledgebase&#038;p=23524</guid>

					<description><![CDATA[<p>This feature is available for AMS360 users only. Oftentimes, carriers can have several sectors under a parent carrier. You can include the writing carrier while adding a policy and quote.  This will help agents to specifically mention the carrier name. To view the enhancement:  Navigate to Policies Click on Add policy Under the Carrier section, [&#8230;]</p>
<p>The post <a href="https://www.insuredmine.com/knowledge-base/writing-carrier-distribution-for-the-parent-carrier-in-parent-carrier-details-page/">Writing carrier distribution for the parent carrier in parent carrier details page</a> appeared first on <a href="https://www.insuredmine.com">InsuredMine CRM | Optimize and Grow Your Insurance Agency</a>.</p>
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										<content:encoded><![CDATA[<p><b><i>This feature is available for AMS360 users only.</i></b></p>
<p><span style="font-weight: 400;">Oftentimes, carriers can have several sectors under a parent carrier. You can include the writing carrier while adding a policy and quote.  This will help agents to specifically mention the carrier name.</span><span style="font-weight: 400;"><br />
</span><span style="font-weight: 400;"><br />
</span><span style="font-weight: 400;"> To view the enhancement: </span></p>
<ul>
<li style="font-weight: 400;" aria-level="1"><span style="font-weight: 400;">Navigate to <a href="https://www.insuredmine.com/kbcategory/policies/" target="_blank" rel="noopener"><strong>Policies</strong></a></span></li>
<li style="font-weight: 400;" aria-level="1"><span style="font-weight: 400;">Click on <strong>Add policy</strong></span></li>
<li style="font-weight: 400;" aria-level="1"><span style="font-weight: 400;">Under the Carrier section, you will find 2 separate sections named parent carrier and writing carrier. </span></li>
</ul>
<p><img fetchpriority="high" decoding="async" class="alignnone wp-image-24038" src="https://wp-insuredmine-public-bucket.s3.us-west-2.amazonaws.com/media/2022/10/05150924/vgkhj.png" alt="" width="1920" height="872" srcset="https://wp-insuredmine-public-bucket.s3.us-west-2.amazonaws.com/media/2022/10/05150924/vgkhj.png 1920w, https://wp-insuredmine-public-bucket.s3.us-west-2.amazonaws.com/media/2022/10/05150924/vgkhj-600x273.png 600w, https://wp-insuredmine-public-bucket.s3.us-west-2.amazonaws.com/media/2022/10/05150924/vgkhj.png 300w, https://wp-insuredmine-public-bucket.s3.us-west-2.amazonaws.com/media/2022/10/05150924/vgkhj.png 1024w, https://wp-insuredmine-public-bucket.s3.us-west-2.amazonaws.com/media/2022/10/05150924/vgkhj.png 768w, https://wp-insuredmine-public-bucket.s3.us-west-2.amazonaws.com/media/2022/10/05150924/vgkhj.png 1536w" sizes="(max-width: 1920px) 100vw, 1920px" /></p>
<p><span style="font-weight: 400;">Similarly while adding a quote, you will find the writing carrier option.</span></p>
<ul>
<li style="font-weight: 400;" aria-level="1"><span style="font-weight: 400;">Navigate to <a href="https://www.insuredmine.com/kbcategory/pipelines/" target="_blank" rel="noopener"><strong>Pipelines</strong></a></span></li>
<li style="font-weight: 400;" aria-level="1"><span style="font-weight: 400;">Click on a deal card to have an extended view of the deal card.</span></li>
<li style="font-weight: 400;" aria-level="1"><span style="font-weight: 400;">Click to add or edit a quote</span></li>
<li style="font-weight: 400;" aria-level="1"><span style="font-weight: 400;">Here, you will find parent and writing carrier fields.</span></li>
</ul>
<p><img decoding="async" class="alignnone size-full wp-image-24039" src="https://wp-insuredmine-public-bucket.s3.us-west-2.amazonaws.com/media/2022/10/05150923/guyj.png" alt="" width="1920" height="872" srcset="https://wp-insuredmine-public-bucket.s3.us-west-2.amazonaws.com/media/2022/10/05150923/guyj.png 1920w, https://wp-insuredmine-public-bucket.s3.us-west-2.amazonaws.com/media/2022/10/05150923/guyj-600x273.png 600w, https://wp-insuredmine-public-bucket.s3.us-west-2.amazonaws.com/media/2022/10/05150923/guyj.png 300w, https://wp-insuredmine-public-bucket.s3.us-west-2.amazonaws.com/media/2022/10/05150923/guyj.png 1024w, https://wp-insuredmine-public-bucket.s3.us-west-2.amazonaws.com/media/2022/10/05150923/guyj.png 768w, https://wp-insuredmine-public-bucket.s3.us-west-2.amazonaws.com/media/2022/10/05150923/guyj.png 1536w" sizes="(max-width: 1920px) 100vw, 1920px" /></p>
<p><span style="font-weight: 400;">In the carrier module, you will find the writing carrier tab where you will have the policy details and total premium for each writing carrier.</span></p>
<p><span style="font-weight: 400;">To view the enhancement:</span></p>
<ul>
<li style="font-weight: 400;" aria-level="1"><span style="font-weight: 400;">Navigate to <a href="https://www.insuredmine.com/kbcategory/carrier/" target="_blank" rel="noopener"><strong>Carriers</strong></a></span></li>
</ul>
<p><span style="font-weight: 400;">Click to have the extend view of a carrier</span></p>
<ul>
<li style="font-weight: 400;" aria-level="1"><span style="font-weight: 400;">Here you will find the writing carriers</span></li>
<li style="font-weight: 400;" aria-level="1"><span style="font-weight: 400;">Each writing carrier will have its own total number of policies and total policy premium mentioned. </span></li>
</ul>
<p><span style="font-weight: 400;"><img decoding="async" class="alignnone size-full wp-image-24037" src="https://wp-insuredmine-public-bucket.s3.us-west-2.amazonaws.com/media/2022/10/05150925/jv.png" alt="" width="1920" height="872" srcset="https://wp-insuredmine-public-bucket.s3.us-west-2.amazonaws.com/media/2022/10/05150925/jv.png 1920w, https://wp-insuredmine-public-bucket.s3.us-west-2.amazonaws.com/media/2022/10/05150925/jv-600x273.png 600w, https://wp-insuredmine-public-bucket.s3.us-west-2.amazonaws.com/media/2022/10/05150925/jv.png 300w, https://wp-insuredmine-public-bucket.s3.us-west-2.amazonaws.com/media/2022/10/05150925/jv.png 1024w, https://wp-insuredmine-public-bucket.s3.us-west-2.amazonaws.com/media/2022/10/05150925/jv.png 768w, https://wp-insuredmine-public-bucket.s3.us-west-2.amazonaws.com/media/2022/10/05150925/jv.png 1536w" sizes="(max-width: 1920px) 100vw, 1920px" /></span></p>
<p>&nbsp;</p>
<p>The post <a href="https://www.insuredmine.com/knowledge-base/writing-carrier-distribution-for-the-parent-carrier-in-parent-carrier-details-page/">Writing carrier distribution for the parent carrier in parent carrier details page</a> appeared first on <a href="https://www.insuredmine.com">InsuredMine CRM | Optimize and Grow Your Insurance Agency</a>.</p>
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