Retail Agent Setup

Retail Agents are outside producers that broker business through another agency because they do not have a market.   Retail Agents are created from the Search screen and used in the Policy Assignment, Invoicing "Bill To" and accounting screens of Nexsure.

To Setup a Retail Agent

1. You must search for a record before entering a new one.  On the Primary menu, click Search.
2. From the Entity drop-down list, select Retail Agent, enter search criteria and click Search.
3. If the retail agent you wish to add is not already in the system, click [Add New Record].
4. On the Card File tab, fill in all location and contact information.
5. Click Save.