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Create Insurer Guide

Learn how to add and manage insurance providers in InsureFlow.

Adding a New Insurer​

Step 1: Access Insurer Management​

  1. Log in to InsureFlow
  2. Navigate to "Insurers" in the main menu
  3. Click "Add New Insurer" button

Step 2: Enter Insurer Details​

Fill in the insurance provider information:

Basic Information​

  • Company Name: Official name of the insurance company (required)
  • Company Type: Life, Health, Auto, Property, etc.
  • License Number: State/federal license number
  • Tax ID: Company tax identification number
  • Website: Company website URL

Contact Information​

  • Main Phone: Primary contact number
  • Support Email: Customer support email
  • Claims Email: Claims department email
  • Fax Number: Fax number if applicable

Address​

  • Street Address: Corporate headquarters address
  • City: City
  • State: State
  • ZIP Code: Postal code
  • Country: Country

Business Details​

  • AM Best Rating: Financial strength rating
  • Years in Business: How long they've operated
  • States Licensed: Which states they operate in
  • Products Offered: Types of insurance products

Step 3: Configure Integration Settings​

If the insurer offers API integration:

  1. Enable "API Integration"
  2. Enter API credentials
  3. Test the connection
  4. Save integration settings

Step 4: Save Insurer​

  1. Review all information
  2. Click "Save" or "Create Insurer"
  3. Confirm successful creation

Managing Insurers​

Viewing Insurer Details​

  1. Go to the Insurers list
  2. Click on an insurer's name
  3. View complete profile and statistics

Editing Insurer Information​

  1. Open the insurer's profile
  2. Click "Edit"
  3. Update necessary fields
  4. Save changes

Deactivating an Insurer​

  1. Open the insurer's profile
  2. Click "Deactivate"
  3. Confirm the action
  4. The insurer will be hidden from active lists

Integration Features​

Automatic Claim Submission​

For integrated insurers:

  • Claims can be submitted automatically
  • Real-time status updates
  • Faster processing times

Rate Quotes​

Get instant quotes from integrated insurers:

  • Compare rates easily
  • Real-time pricing
  • Automated calculations

Best Practices​

  • Verify insurer credentials before adding
  • Keep contact information current
  • Test integrations regularly
  • Monitor insurer ratings and updates
  • Document any special procedures

Troubleshooting​

Integration Failed​

If API integration fails:

  • Verify credentials are correct
  • Check network connectivity
  • Confirm insurer's API is operational
  • Contact insurer's technical support

Cannot Find Insurer​

If you can't find an insurer:

  • Check if it's been deactivated
  • Try searching by different criteria
  • Verify spelling of company name
  • Contact support for assistance