Add customized group names to help organize insurance.

In the Main Menu, click Setup, Definitions, Carrier Group Names.

The Carrier Group Names definition determines the group options available in the carrier group dropdown when adding or editing Insurance Carriers. This list is empty by default. Add new group names as needed.

Double-click an existing item or click Add to create a new item. The Edit Definition window opens.

Name: Enter the carrier group name.

Hidden: Mark this definition as hidden.

Click Save to exit the window and keep changes.