We Have New Agents! How Can I Set Them Up In My System?

We have new agents! How can I set them up in my system?

Step 1: Enter your portal and go to the Agent Maintenance tab.

Step 2: Click “Add Agent.”

How To Set Up A New Insurance Agent In Your System

Step 3: Fill out the form. Make sure to include all the necessary information about the Agent.

Step 4: Click “Save.”

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