The General tab is used to set up your company's name, address and telephone numbers. It is the first step in adding your company. When the Add button is chosen from the Company Setup screen, the General tab returns by default. You may not enter or access any other tabs until you add your company's name, address and telephone information.
To begin adding your company's name, address and telephone number (s), click the Company Name / Address link on the screen. When the Edit Name screen displays, make the following entries and selections:
Name 1 (Optional Name 2): Full name of the company.
FEIN: The federal identification number; nine (9) digits. Social Security Number is a valid option; select to change from the combo box.
Phone: Your company's phone number. After entering your company's primary business phone number, choose any of the other selections, such as fax, pager, other, etc., from the combo box and make the appropriate entries.
Country: Defaults United States of America; change, if necessary, by making a selection from the combo box.
Street #: Company's street number.
Street Name: Name of street location.
Apt. / Suite #: If an apartment or suite number is being used, enter it here.
P.O. Box: If using a post office box, make the appropriate entry.
Other Info: Any other pertinent information.
City: City where company is located.
State: State where company is located.
Zip: Company's zip code and optional four (4) digit identifier.
Verify: If your company is using the Address Verification feature, click the Verify button. Follow the system prompts to verify and record your company's address.
After all entries and selections are made, choose OK. The General tab is returned with the information displayed.
Optionally make entries in the NAIC, Reference, AM Best Number fields and CLUE Source ID fields. Click Save. The Organization and Line of Business tabs are now active.
Proceed to the Organization Tab for entry of branches, departments and user types with corresponding authority types.