An agent is the person or agency receiving commission on a policy.

Add

1. Go to Main Menu.
2. Click Data – Agents / Agencies
3. Click ADD AGENT.
   
4. Select the agent type.
   
5. For an individual agent, enter a first and last name.
   
6. For an agency, enter the agency name.
7. Click SAVE.
   

Edit

1. Go to Main Menu.
2. Click Data – Agents / Agencies.
3. Click the agent or agency name.
4. Make your changes.
5. Click SAVE.
   

Delete

1. Go to Main Menu.
2. Click Data – Agents / Agencies.
3. Select the checkbox next to the agent or agency.
4. Click the delete icon . When deleting an agent or agency, all aliases linked to them will be deleted, and the agent or agency will be unlinked from any associated policies.
5. Click CONTINUE.