NOTE: Administrator or allowed access is required to view/edit companies.

To view/edit the companies in your current company group:

1. Go to the Administration menu at the top of the screen and select Edit Companies.
   
   • Select the line of business you wish to edit.
   • You may also select if you want to view all or only active carriers
2. To turn off a company or companies:
   • Uncheck the box to the left of the company name in the Active column.
   • Once you have unchecked all of the companies that you wish to deactivate, click on the Save Changes button.
   • To exit the screen, click on the Exit Administration button.
3. To add a company:
   • Put a checkmark next to each company you wish to add.
   • Be sure to enter the required information for the carrier
   • When you have added all of the companies of your choice, click on the Save Changes button.
   • To close the screen, click on Exit Administration.

• Go to the Administration menu and select List Company Groups.
• Click on the Edit button next to the group you want to add/removed companies for.
• Note: This requires Agency Admin level access.