Company settings

Only the main account can open Settings > Company settings. The screen has five tabs. Choose Save changes after editing any of them.

Company

Your company name, type, contact details and logo.

• Type of company is either insurance company or TPA. A TPA also gets the Client insurers list under Network.
• The email is shown on documents and used as the reply address of emails.
• The logo is printed on quotes, policies, invoices and letters. Use a PNG or JPG of up to 1 MB.
• The line printed at the foot of every document is the place for your licence number or registered office.

Money and numbering

• Currency. Every amount in the system is shown in this currency. Changing it later does not convert existing amounts.
• Tax on premium. A percentage added to every premium, unless a product has its own rate.
• Policy fee. A fixed amount added once per policy, unless a product has its own fee.
• How to pay. Your bank details, printed on every invoice.
• Document numbers. The letters that start each number. The year and a running number are added for you, so the first policy of 2026 is POL-2026-00001. You can change POL to your own prefix, and do the same for quotes, claims, invoices and the other documents.

Modules

Tick the modules your company uses. A module you switch off disappears from every menu, for everyone. Its data is kept and comes back when you switch the module on again.

Email

Without any setup, emails are sent by the system with your company name as the sender.

To send from your own address, fill in Send from your own mail server with the details your email provider gives you: server, port, security, user name and password, and the address and name to send from. Then:

1. Choose Save changes.
2. Choose Send a test email at the top of the page. The test goes to your own address.

If the test fails, the message tells you what the mail server answered. The password is stored encrypted and is never shown again.

Plan

Shows your plan, its monthly price and how many of your users are in use. The main account does not count as a user, and neither do inactive users.