Insurance Agent Maintenance

When you enter an insurance agent into the software while processing a deal, the software will check to see if the agent already exists in memory. If the agent does exist, the softare will automatically fill in the agent's address and phone number into the appropriate fields on the screen. If the agent does not exist, the software will ask if you want to add the agent to memory. If you elect to add the agent to memory, the software will display the Agent Maintenance window. You may also access this window directly.

To access the Agent Maintenance window directly, click the Maintenance menu and select Agent Maintenance from the pull-down menu.

The software will display the Agent Maintenance window. From here you delete an agent from the listing, add an agent, or edit an existing one.

Deleting an Agent

To delete an agent from the listing, click to highlight and select an agent's name. Click the Delete Agent button. When finished, click Save/Exit.

Adding an Agent

Agents will can be added either directly or when the software encounters a new agent's name when processing a deal.

To directly add an agent to the listing, click the Add Agent button. If the software displays the screen because a new agent's name was encountered during deal processing, this step will have been completed for you.

Enter the appropriate insurance agent information. If the program displays the screen because a new agent's name was encountered during deal processing, the program will have also already entered the agent's name.

When finished, click the Save/Exit button.