Sales
To add a new insurance agent/ company
- From the navigation menu, select “Insurance Agents“.
- Click “Add Insurance Agent“.
- Input the insurance agent/ company details
- Name: Input the name of the agent/ company.
- Image: Attach an image/ insurance company logo.
- Telephone: Input the insurance company’s telephone.
- Email: Input the insurance company’s email.
- Website: Input the insurance company’s website URL.
- Status: Select the insurance company’s status using the drop-down menu; Active or Inactive.
- Click “Save and Continue” once done.
- You will be redirected to the “Adding the insurance agent classes” screen, you can opt to use it or skip it and add the classes from “Managing Insurance Agents”.
- For more information, please refer to the tutorial “Adding the Insurance Agent Classes“.
- You will be redirected to the “Adding the insurance agent classes” screen, you can opt to use it or skip it and add the classes from “Managing Insurance Agents”.