Adding Retail Agents

Retail Agents are outside producers that broker business through another agency because they do not have a market.  Once they have been added to the system, retail agents can view Actions, Opportunities, Marketing, Policies and Attachments as they pertain to the individual retail agent. Before you can add a new retail agent, you must conduct a Search to avoid duplicate entries.

To Add a Retail Agent

1. On the Primary menu, click SEARCH.
2. In the Entities drop-down box, select Retail Agent.  Any previously accessed retail agents will be displayed automatically.
3. Enter the name of the retail agent in the Name field or enter "%%" to display all existing retail agents.
4. Click Search.
5. If the retail agent is in the system, click the Details icon for the appropriate retail agent. If the retail agent does not appear, click [Add New Record].
6. Enter the card file information:

• Agency Name
• Primary Location
• Primary Contact Name
• Phone Numbers

7. Click Save.

Related Topics

Retail Agent Profile

Retail Agent Contracts

Retail Agent Commissions