We have new agents! How can I set them up in my system?
When you have a new agent, getting them set up in your system takes only a few minutes using InsurRate. At West Point Insurance Services, we put years of insurance expertise to good use, creating products to streamline the daily processes that waste time for insurance professionals. If you have InsurRate, all you have to do is follow these simple steps to quickly and easily set up new agents in your system!
Step 1: Enter your portal and go to the Agent Maintenance tab.
Step 2: Click “Add Agent.”
Step 3: Fill out the form. Make sure to include all the necessary information about the Agent.
Step 4: Click “Save.”
Want InsurRate?
Don’t let mundane tasks take up too much of your precious time! Automate your processes with InsurRate and the entire InsurSys™ suite from West Point Insurance Services. Contact us to set up a system for your insurance company!