How to Add a New Insurance Carrier, Agency, or Type

Owned by Knowledge Assistant
Mar 23, 2022
1 min read



Description of Issue

How can I add a new Insurance Carrier, Agency, and Type?



Context

  • Munis

  • Contract Miscellaneous Codes



Cause

New to functionality



Resolution

  1. Navigate to Contract Miscellaneous Codes (Financial > Purchasing > Contract Management > Contract Miscellaneous Codes)

  2. Click Add

  3. In Code type field, select INSA – INSURANCE AGENCY, INSR – INSURANCE CARRIER, or INST – INSURANCE TYPE

  4. Complete remaining fields under Miscellaneous code detail section as desired

  5. Click Accept



Additional Information