Carriers from carrier downloads contain the unique NAIC code for each carrier and its subsidiaries. The downloads filter the carrier entries in your agency's data for the unique NAIC codes.  If the code isn't found then a carrier will be created using the NAIC code in both the carrier name an NAIC fields.  The carrier name is only listed when someone in each agency identifies the carrier subsidiary, edits, and makes an entry in the name field.


To change the NAIC codes in the carrier list, obtain the subsidiary name > edit the carrier > enter the name field > save.


Then to add carrier subsidiaries go to the "parent" carrier details > general > child carriers > search > select and save.  


Please note: these NAIC carrier entries are the unique subsidiaries of a carrier, NOT the same carrier, and should NOT be merged to avoid duplicate entries.


Follow these steps:


1. From the main navigation menu, click on Contacts and select Carriers




2. Any carrier entry that only contains an NAIC select Details.  The name of the unique NAIC name can be found from a browser search or sites like NAIC.ORG.  In the top right select edit > enter the name of the unique subsidiary in the name field > save. 




3.  If you haven't, add a carrier with no NAIC like Progressive, Travelers, Markel, SafeCo, etc.  



4. Go to the details of the nondescript carrier > General (top navigational menu) > Child Carriers > search for each subsidiary of the main carrier group > select > save.