Utilities Help

Welcome to the Utilities Help page. The Utilites section allows the user to access and/or add users and data needed for WebPT (for example, User ID's, Producers, Branches, etc.)This section is controlled by user rights. Also, access to order forms for NAIC additions is here.  If you cannot access this section, contact your system administrator.Below are links to each section.

Security

Data Setup

Data Transfer

Order Forms








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.