Firm and carrier associations to your Schedule It account are vital in communicating efficiently with your insureds, as well as with you and on your behalf.
If you are an adjuster utilizing our personal scheduling assistants, please reach out to your team via email or phone so they can add a new firm and/or carrier to your account.
If you are an adjuster utilizing our self-scheduling software:
Log in to https://app.scheduleit.io and click the My Schedule icon in the top-left corner.
Expand the adjuster menu and click Manage Adjuster.
Click the Firms and Carriers tab. Existing firm relationships will populate under Firm Name.
Click the Choose a firm dropdown, select the firm you would like to add to your account, and click Associate. Please contact the Adjuster Liaison team if your firm is not listed.
Carriers are associated to firms by clicking the icon in the Carriers column. Clicking the icon will open a pop-up; use the Insurance Company dropdown to select your carrier and click Associate. Please contact the Adjuster Liaison team if your carrier is not listed.