All Collections
ISN - How To's
Agents and Agencies
How to add Insurance Agents/Companies to your order form
How to add Insurance Agents/Companies to your order form

This article explains how to add Insurance Agents/Companies to your order form.

Matt Wheeler avatar
Written by Matt Wheeler
Updated over a week ago

First, navigate to Settings -- Office Settings -- Inspection and Fee Settings -- Customize Order Form.

Find the section or tab on your order form that you want to add Insurance Agents/Companies to and click the Controls button.

If you want to create a new section or tab for this, click Add Section. Once your section is added, click the Controls button for that section

Next, you'll click "+Add a Control."

For Type, select Insurance Agent or Insurance Company

Type in a Name, Description and click Add Control

Finally, when entering orders you'll have the Insurance Agent and/or Insurance Company to add.

To add Insurance Agents/Companies to your ISN database, navigate to Clients/Agents -- Insurance Companies/Agents.

If you have any questions about this process please let us know! You can reach us by chat, email at help@inspectionsupport.com, or phone at (800) 700-8112.

Did this answer your question?