When setting up a Plan, it's essential to select the insurance company that will service it. This article guides you through the process of creating insurance companies within your system.
Steps to Create an Insurance Company:
1. Navigate to Carrier tab
2. Enter the Insurance Company Name
3. Ensure that the toggle is set to 'Active' to make the insurance company available for use
4. That's it! You have successfully added an insurance company to your system.
