PoliciesPolicies\PoliciesPolicies\Add PoliciesAdd Policies\Add Agents
Add Agents

 

 

To add more than one agent to the policy, you need to click  in the Policy Agents List block and then perform the following:

 

§  Select the name of the Agent you want to add;

§  Specify the added agent’s Share Percentage of the policy. Note that the share percentage of all agents within the same policy must add up to 100%;

§  The agent’s Account Number will be automatically retrieved by the system;

§  Enter  the Agent Commission Percentage;

§  The Commission Amount and the Commission Amount LC are auto retrieved by the system;

§  Click  to save your work. Repeat the above-mentioned steps to add another agent.

 

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