Reinsurer / Broker Info

Prior to adding treaty or facultative contracts, reinsurer / broker information needs to be entered. This information is populated in combo boxes within the treaty and facultative contracts.

From the Company Configuration Tool / Reinsurance tree, select Reinsurer / Broker Info:

• Add

• Click the Reinsurer Company Broker  link to return the Edit Name screen.

• Select either the Personal or Commercial Name radio button, depending on the entity.

• Enter all Name / Address information.

• Save to retain the information.

On the Add Reinsurer Company Broker screen:

• Company Type: Defaults to N / A; change to either Company or Broker. In the contracts, there are separate combo boxes that are populated with the selection made here.

• Active: Defaults with a check; indicates the entity is in force. To "inactivate," click in the field to remove the check.

• Save to retain the information.

The company / broker is placed on the Reinsurer / Broker Grid View.

Edit / Delete Reinsurer Broker Info

Once a company / broker has been added, you may change or delete the information:

• Edit: Highlight the entity in the Grid View and click Edit. Make your changes to the information; click Save.
• Delete: Highlight the entity in the Grid View and click Delete. This removes the check from the Active field and places the entity on the Inactive Grid View.

Radio Buttons (Bottom)

At the bottom of the Reinsurer / Broker Info screen, there are three (3) buttons:

• Active: Shows all in force company / brokers; this is the default.
• Inactive: Displays only those  company / brokers who have had the check removed the Active field on their profile or who have been deleted from the Grid View.
• All: Shows both "Active" and "Inactive" companies / brokers.