The Data Setup Menu contains the following menu options for General Notice/Policy Setup and Personal/Commercial Lines Setup:



The following menu appears when adding any of the following items:

Freeform Titles, Consumer Reporting Agencies, Underwriters, Producers, Branches, Mortgagee/Lienholders, Custom Advance Days, and User Defined Fields.

Main Menu - This option returns to the Main Menu.

Edit - This option allows edit the record.

Add New - This option adds a new entry.

Help - This option displays WebPT help.

Back - This option returns to the previous page.

The following menu options are applicable only to the producers menu option:

Lookup Number - This option searchs for previously entered producers by producer number.

Lookup Producer Name - This option searchs for previously entered producers by producer name.

The following menu option is applicable only to the facsimile signature menu option:

Add Signature - This option adds a facsimile signature. After clicking on Add Signature, click on browse and select the file to upload, then click on upload selected file.


Link to Data Setup Help Page
Link to Utilities Help Page


Many features are controlled by user rights. If a feature does not appear as described in Help, the rights may not be set up to use that feature. Please contact your System Administrator. See the Disclaimer page for contact information.