Managing Carriers Directory
Store insurance carrier information and assign business profiles.
Insurance carriers are the entities you generate the most documents for. State Farm, Allstate, Travelers, the same names cycle through your caseload month after month. If their name or mailing address is even slightly different on each appraisal, your award letters and invoices look inconsistent, and your accountant has to reconcile half a dozen versions of the same carrier name at tax time.
The Carriers directory stores each carrier once with their canonical name, address, and contact info. Even better, you can attach a business profile to each carrier so the right branding and rate sheet auto-selects when you generate documents for that carrier. No more remembering which carrier needs which letterhead.
This matters most for appraisers who handle multiple carriers regularly. If you only ever work for one carrier, you can still populate it once and benefit from auto-selection. Firms get the additional payoff of every linked appraiser using the same carrier records, so reporting across the team aggregates cleanly.
The Carriers directory stores insurance company information. You can also assign business profiles to carriers for automatic branding on documents.
Adding a Carrier
Go to Directory → Carriers
Navigate to the carriers list.
Click "Add Carrier"
Opens the add dialog.
Enter Details
Add name, address, phone, email.
Assign Business Profile (Optional)
Link to a business profile for automatic selection.
Save
Carrier is added to your directory.
Business Profile Assignment
When a carrier is assigned a business profile, that profile is automatically selected when generating documents for appraisals with that carrier.