First, navigate to Settings -- Office Settings -- Inspection and Fee Settings -- Customize Order Form.
Now 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
Now click Add a Control
For Type, select Insurance Agent or Insurance Company
Type in a Name, Description and click Add Control
Now 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.
