Sales
To edit an insurance agent class
- From the navigation menu, select “Insurance Agents“.
- Click “Manage Insurance Agents“.
- Select the insurance agent that you wish to edit its class by clicking it.
- In the “Summary” tab, find the “Classes List” Section.
- Click the more options icon next to the class you wish to edit.
- Click “Edit“.
- Make needed edits to the class.
- Click “Update” once done.
- Note that updates will only take effect in new invoices, previously issued invoices remain with the class details before updates.