Contract Codes

Contract Codes are provided by carriers and they provide access to carrier-specific features for individual users. Access the Office Administration screen to manage access to existing contract codes and set default brokerage-specific contract codes.

From the Desktop Navigation screen, click Utilities > Configure on the menubar then click Workflow Definitions > Contract Codes on the navigation panel.

Add a Contract Code

1. The Brokerage Contract Codes screen displays. Click the Add button .
2. From the Carrier dropdown, select a carrier.
   
   Note: The information you enter into the fields will display in the list as it is entered.
3. Enter the Contract Code and the Contract Description in the corresponding fields.

Note: The Contract Code is required in order to save the entry.

4. In the Brokerages list, select which brokerages will have access to this contract code. By default, the list defaults blank.

1. Click the Edit button .

2. The Brokerages screen lists all brokerages defined in the system. This allows you to manage access for all brokerages without having to log in to each individual brokerage. To add access, select the checkbox that corresponds with each brokerage.
   
   To select all brokerages in the list, click the checkbox next to the Name column.

3. Click OK to save your changes.

5. Click Finish to add the contract code or click Add to add additional contract codes.

Edit a Contract Code

1. The Brokerage Contract Codes screen displays. See a contract code to edit.
2. Click the Edit button .
3. If necessary, select a different carrier from the Carrier dropdown.
4. Modify the Contract Code and/or Contract Description, if necessary
   
   Note: The Contract Code is required in order to save the entry.
5. To modify the brokerages that will have access to this contract code, do the following:  
1. Click the Edit button .
2. The Brokerages screen lists all brokerages defined in the system. This allows you manage access for all brokerages without having to log in to each individual brokerage. To add or remove access from brokerages, select/de-select the checkbox that corresponds with each brokerage.
   
   To select/deselect all brokerages in the list, click the checkbox next to the Name column.
3. Click OK to save your changes.
6. Click Finish to save the changes you made to the contract code.

Delete a Contract Code

1. The Brokerage Contract Codes screen displays. Select a Contract Code to delete.
2. Click the Delete button .
3. Click Yes on the Confirm screen to delete the selected contract code from all brokerages.