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Groups
Group clients are those who provide employer paid products to their employees. Policies typically purchased by groups include medical, life, LTD, STD, and dental. Add Go to the Main Menu. Click Data – Groups. Click ADD GROUP. Enter a group name. A ...
Agents
An Agent is required for each policy. The agent is the person who is writing the policy. If there are multiple agents, then multiple policies need to be created representing each agents share of the premium. For example, if a policy is split 50%/50% ...
Carriers
Carriers are the insurance companies that you represent and pay you commissions. Add Go to the Main Menu. Click Data – Carriers – Products – Revenue Types. Click ADD CARRIER. Complete the required fields. Click SAVE. Edit Go to the Main Menu. Click ...
Products
These are the specific names of the products offered by each carrier. A Product is linked to a carrier and is sometimes used to match a commission to a policy. Add Go to the Main Menu. Click Data – Carriers – Products – Revenue Types. Click the box ...
Individuals
Individual clients are those who pay for their own insurance. Policies typically purchased by individuals include term life, disability, LTC, annuities or Medicare products. Add Go to the Main Menu. Click Data – Individuals. Click ADD INDIVIDUAL. ...