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, or phone at (800) 700-8112.

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