Getting Started · 4 min read
Add your first insurance carrier
Create a carrier record before configuring schedules or saved CSV mappings.
Visual workflow map · illustrative, not a screenshot
Follow the numbered instructions below. Exact button names and paths are taken from the application; actual screen captures will be added in the visual walkthrough phase.
On this page
1. Open Insurance carriers
From the workspace select Carriers, or use Manage carriers on the dashboard. The Insurance carriers page lists carriers already saved for your agency.
2. Enter the carrier name
If you are an owner or administrator, enter the name in Carrier name and select Add carrier. Use the carrier's name consistently with the data you will import.
Confirm the new name appears under Your carriers. If you cannot see the add form, check whether your account has an owner or administrator role.
3. Choose your next setup task
Select Manage commission schedules to record carrier rates and effective dates. Select Manage CSV mappings to review column names SplitVerde remembers for a carrier.
You can add carriers without creating schedules immediately, but the expected-commission calculator needs applicable saved schedules to calculate amounts.