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 firstname.lastname@example.org, or phone at (800) 700-8112.