Adding a New Agent
9 steps
30 seconds
Tip! You can return and update this information at any time after clicking **Save**. All required fields must contain valid data.
1
Navigate to the Agent Roster by selecting "Agents"
2
Click "Active" to view the Active Agents page
3
Select "New Agent" in the upper right-hand corner
4
Begin entering basic information
5
Select the agent's office, speciality and start date
6
Enter license type, number, state issued, year issued and expiration date
7
Enter contact details
8
Enter agent remarks
9
Click "Save" to complete the process and add the new agent
