Contact

The Contact section contains your name, address, and phone number.

Edit

1. Click the Account icon .
2. Click Account Profile.
3. Click the edit icon  in the Contact section.
4. Make changes.
5. Click SAVE.

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• Account Profile Overview

  Information about your contact, additional users, username, password, credit card, subscription and user defined fields, can be updated on the Account Profile page. To update information on your account, click the account icon and select Account ...

• Groups

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• Step 2 - Import Client Policies

  Customer policies can be imported using our Policy Import Template. Simply copy and paste data directly from your commission statement into the template to quickly load policies into the system. Download a Policy Import Template Go to the Main Menu. ...

• Import Client Policies

  Customer policies can be imported using our Policy Import Template. Simply copy and paste data directly from your commission statement into the template to quickly load policies into the system. Download a Policy Import Template Go to the Main Menu. ...

• Getting Started Quickly

  Getting Information on Your Policies AgencyComp uses a Policy Import Template to import your policy information. This template is an Excel spreadsheet that you complete with basic policy details. Before you begin: Download the Policy Import Template ...