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Insurers

The insurers you place business with: lines, default commission and agency code.

Each insurer has contact details, your agency code and the lines it writes with a default commission % per line. The percentage pre-fills a policy when you pick the insurer and line, and can be changed on each policy.

  1. 1Click “New insurer”.
  2. 2Tick the lines you place with this insurer and type the percentage (e.g. 12.5).
  3. 3Save. You can deactivate an insurer later without touching its policies.

The setup wizard lets you add well-known Egyptian insurers in one go with suggested percentages.

Insurers · Waseet