Merge Carriers

When the circumstance arises that a pair of Carrier identities may be combined to form a single Carrier record, use the Merge Carriers page to unite the pair.

  1. Navigate to the Merge Carriers screen by clicking the My Admin link then choosing Merge Carriers from the Account Maintenance pane.

  1. Enter the name of the first Carrier in the field provided; while you type, the system is already searching the database for matching information. Choose from the available options.

Note:  Most of the time, you will need to enter no more than three digits before the system begins presenting you with likely options.

Check the Anywhere in the Name box to have the system find matches that contain the letters for which you are searching within words rather than only at the beginning.

  1. Enter the name of the 2nd Carrier in the field provided; while you type, the system is already searching the database for matching information. Choose from the available options.

  1. Click the Merge button (to merge the identified Carriers) or click the Reset button (to clear the fields on this page).