Carrier Info

This page allows you to configure Carrier Info and add notes. This can be displayed on the case Cost/Maturity/Disposal tab, if the configured servicing carrier is selected on the Servicing tab. A number of documents can then be added to each Carrier Info created.

To access the page, select Carrier Info from the Admin menu.

To create Carrier info

1. Click on the actions button followed by “Create” link.
2. Select the servicing carrier from the list and if a new contact needs to be created, click on the Open contacts button to navigate to the Contacts page.
3. Click Create.

An entry in the Carrier Info table is created. Possible operations are:

1. Add notes.
2. Add documents.
3. Delete Carrier Info

To add notes

1. Select the desired Carrier and click on the column for notes.
2. An Inline edit box appears where in you can enter relevant notes. Use CTRL + ENTER (keyboard shortcut) to enter multiple lines.

To add documents

1. Click on the Add documents button.
2. You can either select the document to be uploaded or drag the document into the upload zone.
3. The document date and description fields are optional.
4. Click SAVE.

All the uploaded documents will appear on the top of the page. The document count will be displayed on the table for each County.

To delete carrier info

1. Click on the three dots menu under the Actions column to enable the delete operation.
2. Click Delete on the confirmation pop up to successfully delete carrier info.

To display carrier Info on the case

1. Navigate to servicing tab for a selected case.
2. Select the servicing carrier that has been configured with notes and documents from the dropdown list.
3. Click Save.

Servicing carrier should be set on servicing tab to view the carrier information on Cost/Maturity/Disposal tab

Example of Carrier Info display on Cost/Maturity/Disposal tab

Example of Carrier Info configured and not set on Servicing tab

Example of Carrier Info configured and set but notes and documents are not added