Install Introducer Subcodes

Introducer subcodes further define insurer codes for introducers. They allow commissions to be broken down among several different insurers and sorted on financial reports. These subcodes are often assigned for an introducer for business written with a certain insurer, so you can only install one subcode per introducer/insurer combination.

1. At Home Base, click Clients & Files.
2. From the dropdown menu above the list, select Introducers.
3. Select the appropriate introducer in the list and click Options, Introducer Subcodes. The Introducer Subcodes List screen displays.
4. Click the Add button below the button bar. The New Introducer Subcodes Detail screen displays.
5. Double click in the Insurer field and select an insurer from the list.
6. Type the new subcode into the Subcode field.
7. Click OK, then click Yes to confirm the revision. The new subcode is added to the list.
8. To edit an existing subcode, highlight the subcode and click Detail. To delete a subcode, highlight the subcode and click the Delete button below the button bar.
9. When you have finished revising subcodes, click Cancel to close the Introducer Subcodes List.