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This article applies to:

  • Product: oden

Adding a Branch

Add company branch locations to create a pick list of company branches. Branch information is required in order to create a notice.
  1. On the Main Menu, select
    Utilities > Data Setup > General Policy Setup
    .
  2. Select
    Branches
    .
  3. Select
    Add New
    .
    The address on this page is the address that prints beneath the name of the insurance carrier at the top of a notice. Generally, this is the address of the issuing office or the office the insured would contact for more information.
  4. Enter the
    Branch Description
    . An 8 character code identifying a particular branch. This description allows you to select a branch from a pick list.
  5. Enter the
    Address Line 1
    . The first line of the branch address.
  6. Enter the
    Address Line 2
    . The second line of the branch address, if applicable.
  7. Enter the
    City
    . The city in the branch address.
  8. Enter the
    State
    . The state in the branch address.
  9. Enter the
    Zip Code
    . The zip code in the branch address.
  10. Select the
    Address Type
     from the options
    Domestic
     or
    International
    .
  11. Valid – Indicates
    Yes
     or
    No
    . This will change to Yes once you save the information and
  12. Policy Terminator determines that all the required information is included.
  13. On the side menu, select
    Save/Return
    .