How to Manage Contact Information

Chris Toth -

Many carriers have forms requesting contact information in case they have follow-up questions on requests submitted.  Our GA Contact Information feature allows you to choose from general settings or custom settings on a per-carrier basis.

The default setting will map your agency's general email address and office manager name wherever the carrier's forms ask for a contact name and contact email address.

However, you can choose a more defined contact based on your agency's needs:

  • Use the default settings (General Email & Office Manager)
  • Use the Processing Admin's Name & Email
  • Or create something unique

Under your General Agency Setup page, choose from the following to map settings across ALL carriers:


Agency Settings GA Contact Info2.png


If you have a need to change the contact information for a specific carrier, you can use the OVERRIDE GA Contact Information settings within the carrier-specific settings.  This will OVERRIDE whatever master settings you have on your General Agency setup page for this one carrier.

Having this kind of flexibility will help with any carrier-specific needs, such as the following:

  • Maybe you have a specific contract under an upline, and you need to map your Upline's contact information on one specific carrier's forms.  Apply the Custom Contact option.
  • Maybe you prefer each Admin receive their own follow-up for requests they've submitted.  Apply the Processing Admin option.

To apply the OVERRIDE settings on a specific carrier:

  • Go to the carrier menu page
  • Select the carrier from your list
  • Enable the setting labeled "Override GA Contact Information"
  • Apply the preferred setting

Override GA Contact Info off.png

Override GA Contact Info on.png



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