NAIC field on account being overwritten to blank

Last updated: January 6, 2026

Overview

When entering a value into the NAIC field on an account record, the field may be automatically cleared to blank upon saving. This issue occurs when the account record does not meet specific field requirements that are necessary for the NAIC field to retain its value.

Process

To ensure the NAIC field value is saved and retained, the Account record must have the following three field values configured:

  1. Set the Account Record Type field to Carrier/Broker/Billing Company.

  2. Set the Type field to Carrier/Broker/Billing Company.

  3. Check the Issuing Carrier checkbox to true.

Once all three requirements are met, you can then enter the NAIC value, and it should remain saved after clicking Save.

Troubleshooting

If the NAIC field continues to clear after saving, verify that all three required fields are properly configured:

  • Confirm all fields are on the account page layout.

  • Check that the Account Record Type is set correctly.

  • Ensure the Type field is not empty and contains the correct value.

  • Confirm the Issuing Carrier checkbox is checked.