Reports > Open
1. From the Bluechip main window, either
o Press Ctrl + O
o Select File > Open
The Open window
the List drop-down list, select 'Insurers'.
From here you can search for and select an existing Insurer record, and
then view/edit the record by clicking
To create a new record, continue to Step 3.
3. Click The New
Company window appears. As an Insurer is considered
a subset of 'Companies', the same window for creating
new Companies is used.
4. Enter details as appropriate.
to confirm. The new record is added to the list of Insurers and you are
presented with the Company Details window.
From here you can also manage the company's Representatives.