Create Collateral Insurance Agent

These steps explain how to add insurance agent information in CBX, which can then be specified in a loan's collateral record as the company which insures the collateral property.

  1. Launch Tool #222 Collateral Insurance Agent Configuration.

  2. Enter a code in the box that reads Enter an unused code to create a new agent.

    • The code can be up to five characters.

  3. Click the forward arrow.

  4. Enter the insurance agent's information in the Insurance Agent Maintenance window.

  5. In the Insurance type field, enter any one- or two-digit letter or number combination.

    • This code is used to group together similar types of insurance for reporting. For example, you may want to code all auto insurance agents as AU.

  6. Click the forward arrow.

Learn More

Learn more about configuring loan collateral agent codes.