Carriers

Active Carriers are automatically carried over from your brokerage management system. However, you also have the option of manually adding A Carrier in CSR24. Once added, Carriers cannot be deleted or inactivated.

If A Carrier exists in CSR24, you have the option of setting up automatic notification emails/faxes to be sent to the Carrier whenever a certificate is issued for a policy held by that Carrier. Please note that the Carrier will receive a separate notification for each time the Carrier is listed on a certificate template; if A Carrier is listed on a certificate template three times for different lines of business, the Carrier receives three emails/faxes when the certificate is issued.

To access the Carriers area:

• From insured detail, click Home > Configure > Carriers on the options bar.
• From any other area of the program, click Home > Configure > Carriers on the options bar or click Configure > Carriers in the navigation panel.

Add A Carrier

1. Click Add.
2. Enter the carrier's Name.
3. Enter the carrier's Display Name. This is the name that prints on certificates and is limited to 30 characters (whereas the Name field allows 50).
4. The Company Number field is populated by the data import and should not be modified, as it is used to identify the Carrier in your brokerage management system.
5. Enter the NAIC code. If you do not know the code, click the NAIC link to locate the appropriate code in the NAIC List.
   1. Scroll through the list, or to narrow the choices that display, enter all or a portion of the NAIC code or carrier Name and click Find.
   2. Click on the desired carrier.
6. Record the carrier's address in the Address 1-4, City, State/Province, Zip/Postal Code, and Country fields.
7. If the carrier has assigned a contract number to your organization, enter it in the Contract ID field. This is for reference only.
8. Enter contact information in the Primary Phone, Secondary Phone, and Website fields.
9. Select one of the following settings from the Send Cert. Confirmation dropdown. (Faxing options display only if the Faxing feature is enabled for your system.) This determines whether the Carrier is notified when a certificate is issued.
   • No
   • By Email
   • By Fax
   • Both Fax and Email
10. If the carrier should also receive notification for renewals and batch certificate issuances, check Send Confirmation for Renewals.
11. Enter a Cert. Confirmation Email and/or Cert. Confirmation Fax.
12. Click Save to add the Carrier or Cancel to exit the workflow.

Edit A Carrier

1. Locate the appropriate Carrier.
   1. Click the Search link to expand the Search frame.
   2. Enter a portion of the Carrier's Name and/or NAIC.
   3. Click Find.
2. Click any of the data listed for A Carrier (name, display name, or NAIC code) to open the Carrier detail.
3. Click the Edit button at the top of the screen.
4. Make any necessary changes. See the instructions above under Add A Carrier for more information.
5. Click Save to apply your changes or Cancel to discard them.