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Last updated: 2025-09-19


Insurance Carriers - Creating a Carrier


Image from training_course_small.gifWatch the Training Class: Entering an Insurance Carrier To create a carrier in SmartOffice:


  1. Do one of the following:
  • Click the Add New button and select Carrier. - From the side menu, select Insurance > Carriers to open the Search Carriers dialog box. Then click the New button.
  1. In the New - Insurance Carrier dialog box, fill in the carrier's basic information, address and phone numbers. For help with other fields, see Insurance Carriers - Detail Content Link.
Image from carrier_dialog_new_insurance_carrier.png
  1. Do one of the following:
  • Click the Save & Close button to save the changes and open the full carrier record, where more information can be entered. For more information about the information that can be entered for a carrier, see Viewing and Editing Carrier Information.
  • Click the Save & New button to save the current record and open another New - Insurance Carrier dialog box.